Join Tim Seymour and Jason Withers as they dive into the “Diary of a PFP,” sharing insights from the Monday sessions of Profit First Professionals. In this episode, they explore how structured calls, community collaboration, and real-world client experiences help members sharpen their advisory skills and apply the Profit First methodology in practice.

From strategic client selection using the 20/60/20 framework to leveraging special purpose accounts for smarter financial planning, Tim and Jason unpack practical strategies that can transform how you manage your clients and your business. Whether you’re a current or aspiring Profit First Professional, this episode offers actionable tips, real-life examples, and a glimpse into the supportive community that drives success in financial advisory.

Key Takeaways:

• Structured Monday sessions help members deepen their Profit First knowledge.
• Sharing insights fosters stronger connections within the community.
• Special purpose accounts help plan for future expenses and seasonal events.
• The 20/60/20 client analysis framework identifies high-value clients.
• Buffers in financial planning provide stability for unexpected challenges.
• Proactive client engagement uncovers opportunities for growth and profitability.