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"Is Worth It?"...

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If you're an early-stage Fractional CFO, chances are…

You didn’t get into this work because you love selling.

You didn’t leave your W-2 to become a cold-calling machine.

You didn’t spend decades mastering finance just to feel awkward in networking rooms.

You got into this because you love helping business owners.

You love solving meaningful problems.

You love turning chaos into clarity.

But here’s the tension:

No one taught you how to get clients.

That’s exactly why this white paper exists.

Download your free copy of “How to Get Fractional CFO Clients.”

This white paper is for you if:

✔ You’re exploring becoming a Fractional CFO

✔ You’ve started but feel stuck in more famine than feast

✔ You dread selling but love advising

✔ You want recurring clients, not constant hunting

✔ You care about stewardship, integrity, and long-term impact

What's Inside...

Step 1: Start with who you are

Inside You'll Learn How To...
....become the CFO business owners instinctively trust.

....differentiate yourself in a crowded market.

...turn client relationships into long-term partnerships.

...position yourself as a strategic leader, not just a financial technician.

...build a practice that naturally attracts referrals and loyalty.

Step 2: Networking Without the Ick

Inside You'll Learn How To...
...network in a way that feels natural.

...turn generosity into a compounding referral engine.

...transform conversations into strategic relationships.

...build a steady pipeline without cold outreach.

...create momentum through a simple, repeatable system.

Lesson 3: Selling without Selling

Inside You'll Learn How To...

...sell your services without “salesy.”

...build trust first so prospects willingly open the books.

...lead discovery conversations.

...position proposals as partnership, not persuasion.

...close in a way that feels like a win for everyone involved.

Lesson 4: Know the Owner You Serve

Inside You'll Learn How To...

...understand how a business owner actually thinks.

...identify speak to the real stress behind the numbers.

...adjust your value based on the owner’s stage of growth.

...communicate in a way that builds deep trust.

...position yourself as the strategic partner they can’t afford to operate without.

FAST-ACTION BONUS #01:

Expected Results... ...

( Value)

FAST-ACTION BONUS #02:

Expected Results... ...

( Value)

"Is [Product Name] Worth It?"

Attention Headline (Call out the Avatar)

EVENT Headline

Event Sub-Headline

Only 100 Seats Available

Save The Dates:

Event Name Here

Starts Feb 28 @ 9 AM ET

100% FREE* To Those Who Qualify

Ready To [Avoid Pain / Get Desired Outcome]?

Here's What You Can Expect From The 1/2 Day "[Your Event Name]" Event!

Before The Event

Old Belief #1

Old Belief #2

Old Belief #3

Old Belief #4

Old Belief #5

After The Event

New Belief #1

New Belief #2

New Belief #3

New Belief #4

New Belief #5

Why Am I Hosting [Event Name]

I've been in the industry for X years and after hearing from so many [avatars], I know that the only way to achieve [results] fast without [old methods/pain] is to help you learn from my experience.

At [company], we've been incredibly successful and have helped countless [avatars] get started on doing the same. But I've come to realize that my experience and expertise go far beyond just starting out.

I've mastered SO many skills over the years, and built such a DEPTH of knowledge - that I can really help the NEXT level of [avatars]. I have so many systems, strategies and frameworks!

So I created [event] for 3 reasons:

[Reason 1]

[Reason 2]

[Reason 3]

What I love is that everyone can truly benefit from coming to this event! It's a true WIN-WIN.

Why is it

INVITE-ONLY?

What makes [Event Name] such a MASSIVE success is simple. We cover ADVANCED topics.

We need to ensure that everyone in the room has a BASELINE knowledge so you can HELP EACH other and bring value to one another. So, unfortunately that means we have to have a minimum requirement, which is [requirements].

This way - because everyone attending is a successful [avatar], the opportunity is truly UNMATCHED and we can get you the advanced material you need to truly [scale your X].

Why Is This FREE?

Simple. I want to help you get ?results in advance?so we can earn your trust & hopefully get you to invest in our paid stuff later on.

VALUE FIRST.

I don't have anything to hide. I want to create a risk-free environment to connect with you and create so much value for everyone who attends that working with with one another just becomes natural.

That's it. That's my simple goal.

Location: Virtual On Zoom Feb 28 @ 9 AM EST

Event Starts In...

***How To Qualify To Attend This Advent For FREE* ...***

Big Qualification #1

(Some more details)

Big Qualification #2

(Some more details)

You Must Attend Live - No replays available.

Testimonial #1

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Samantha Jones

Testimonial #2

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John Dipadoe

The "[Event Name]"

Will Walk You Through Step-By-Step

In The [Event Name] I'm going to share the SIMPLE, CLEAR, & PROVEN [System] that I Personally used to [Get Big Result]

Here's What You'll Learn During This 1/2 Day Virtual

"[Event Name]" Event!

Session #1

[Origin Story To System]

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You'll walk away with?

[Session #1 Big Breakthrough #1]

[Session #1 Big Breakthrough #2]

[Session #1 Big Breakthrough #3]

[Session #1 Big Breakthrough #4]

Session #2

[Origin Story To System]

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You'll walk away with?

[Session #2 Big Breakthrough #1]

[Session #2 Big Breakthrough #2]

[Session #2 Big Breakthrough #3]

[Session #2 Big Breakthrough #4]

Session #3

[Origin Story To System]

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You'll walk away with?

[Session #3 Big Breakthrough #1]

[Session #3 Big Breakthrough #2]

[Session #3 Big Breakthrough #3]

[Session #3 Big Breakthrough #4]

Session #4

[Origin Story To System]

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You'll walk away with?

[Session #4 Big Breakthrough #1]

[Session #4 Big Breakthrough #2]

[Session #4 Big Breakthrough #3]

[Session #4 Big Breakthrough #4]

Session #5

[Origin Story To System]

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You'll walk away with?

[Session #5 Big Breakthrough #1]

[Session #5 Big Breakthrough #2]

[Session #5 Big Breakthrough #3]

[Session #5 Big Breakthrough #4]

Testimonial #1

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Samantha Jones

Testimonial #2

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John Dipadoe

Meet Your Host

[Host Name]

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Lorem ipsum dolor sit amet!

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Ut enim ad minim veniam, quis nostrud exercitation ullamco.

[Host Name]

Owner of XYZ

**How To Get A Free* Ticket**

(Request Your Seat)

This is an extremely exclusive event, only 100 people will be allowed

to attend LIVE on zoom.

To qualify you must* ...

- [Qualification #1]

- [Qualification #2]

- [Qualification #3]

We are bringing together the best of the best.

If you meet this criteria, click below to submit your application.

The next step will be a quick 10 minute phone conversation with a

member of the [Team Name].

We want to make sure this event is the right fit for you and that you'll

get the most out of [Event Name].

Finally, you'll receive an official invitation to the event including some