
You’re Not a Real CFO (Yet): Why Most Firms Never Land High-Value Clients - With Brett Frevert
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About this listen
“Are you a real CFO?”
That’s the question clients are now asking, because not all “fractional CFOs” are created equal.
In this episode, Brett Frevert (Founder of CFO Systems, Inc. and 9-time Inc. 5000 awardee) breaks down:
• Why “bookkeeper to CFO in 90 days” is hurting the industry
• The 4 levels of business conversations and why most pros are stuck at level one
• Why your newsletter is probably repelling high-value clients
• How to land $10K+ clients through old-school strategy, not funnels
• The branding mistake that makes real firms look generic
This is a behind-the-scenes look at what it actually takes to grow a legitimate CFO firm, without burning out or cutting corners.
🧠 Brett also shares how CFO Systems helped a small-town firm turn a $3M loss into a $5M gain and why finance professionals should think more like heart surgeons, not generalists.
🔗 To connect with Brett, visit CFOSystemsLLC.com
or reach out directly on LinkedIn: Brett Frevert
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This episode is brought to you by Bill.com- Ready to take your finances to the next level? See how BILL Spend & Expense can power up your business—and get that free grill—at bill.com/cfochronicles
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