The CFO Project

The Softskills Needed to be a Great CFO Advisor


Listen Later

In this episode of the CFO Project Podcast, we dive into the essential soft skills every CFO advisor needs to succeed. While technical expertise like forecasting and budgeting are crucial, soft skills like empathy, resourcefulness, and active listening are what truly set top advisors apart. Jeff Prager, co-founder of the CFO Project, joins the conversation to discuss how these skills help CFO advisors better understand their clients, build trust, and provide real value to small business owners.

We explore how curiosity, conviction, and a drive to constantly improve are key to helping clients achieve their business goals. CFO advisors who can relate to business owners, see challenges from their perspective, and provide insightful guidance are far more valuable than those who simply crunch numbers. If you’re looking to strengthen your role as a trusted advisor, this episode is packed with insights to help you stand out. Don't forget to sign up for our free weekly newsletter at TheCFOProject.com/newsletter for more tips!


Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter

And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service

Learn More About The CFO Project:
https://thecfoproject.com/

...more
View all episodesView all episodes
Download on the App Store

The CFO ProjectBy Adam Lean

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

10 ratings


More shows like The CFO Project

View all
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

75 Listeners

The Successful Bookkeeper Podcast by Michael Palmer

The Successful Bookkeeper Podcast

85 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

338 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

44 Listeners

Build to Enough by Little Fish Accounting

Build to Enough

49 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

28 Listeners

Acquiring Minds by Will Smith

Acquiring Minds

243 Listeners

The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

The Ambitious Bookkeeper Podcast

59 Listeners

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) by Alyssa Lang

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

95 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

25 Listeners

The CFO Report by Michael King

The CFO Report

29 Listeners

Consultants and Money by Erica Goode

Consultants and Money

58 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,899 Listeners

The Catechism in a Year (with Fr. Mike Schmitz) by Ascension

The Catechism in a Year (with Fr. Mike Schmitz)

11,123 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

39 Listeners