CFO Network

FEBRUARY 14, 2024

How a Fractional CFO Can Transform Your Financial Strategy! One way to achieve this is by bringing a Fractional CFO (Chief Financial Officer) to your team. Understanding the Role of a Fractional CFO Before diving into the transformational impact of a Fractional CFO, let’s first understand their role.

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CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

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CFO News Room

FEBRUARY 2, 2022

So whether you’re interested in learning about how Dan leveraged online third-party platforms to generate client leads, how he aids his firm in standing out to compete with larger firms, or how he grew his firm to $50M of AUM in close to 3 years, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dan Callahan.

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