The 3 Ways to Get Fractional CFO Clients—and the Only One I Recommend

This is probably one of the most asked question I hear.

How do I get clients?

First, let's dig into Marketing 101.

There are three prongs to marketing:

(1) Network marketing

(2) Cold outreach

(3) Online marketing

Network marketing are your warm connections.

People you know. Referrals.

High trust. High conversion rate. Low volume. Less control over consistency.

At the Noble CFO, we focus on lifetime clients and balanced caseload, so this is not necessary a barrier in the Noble CFO System.

Cold Outreach is outreach to prospective clients that you do not know.

Low volume. Low trust. Low conversion rate.

If you can get enough volume, and the right message, you can convert.

Online marketing casts a wide net.

Long game to build trust. High volume. Low quality prospects.

These are the three prongs for marketing.

When I coach fractional CFOs, I always advice starting with warm networking.

Build your network.

Build your referral base.

Focus on bankers and CPAs.

Build relationships to build trust.

They know their clients financials.

Stay top of mind with these bankers and CPAs.

They will refer you when they see they need financial help.

Trust transfers to the prospective client.

The way The Noble CFO System is built, this is the best way to get clients.

I also have a white paper where I go into further detail into my system for getting clients if you are interested: https://thenoblecfo.com/white-paper.