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How To Set Client Boundaries That Actually Work (CFO Guide) [Video]

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Sales Funnel Software and Tools

How To Set Client Boundaries That Actually Work (CFO Guide)

One of the most frustrating things in the entire world of running a Fractional CFO firm is handling clients that show up late for or do not show up at all your CFO calls.

Not only is this frustrating because it’s disrespectful to you and it really devalues your time, but it can also serve as an early warning indicator that your client might be on the verge of canceling their services.

In today’s episode, I’m going to share with you two very implementable, very realistic things that you can put in place in your firm today to minimize the likelihood that a client no-shows or shows up late for your calls.

Let’s dive in.

LINKS MENTIONED IN THIS EPISODE:
www.thecfoacceleratorlive.com

CHECK OUT MY FREE WEEKLY NEWSLETTER:
😀 The 5 Minute Fractional CFO – Every week I share 1 actionable tip to help you start, scale, and optimize your CFO services (and you can read it in 5 minutes or less!) – https://cfo.thecfoaccelerator.com/newsletter

MY FREE ONLINE COURSE:
💰 CFO Sales Masterclass – My 8 Step Sales Framework for closing CFO clients – https://cfo.thecfoaccelerator.com/sales

MY FRACTIONAL CFO PROGRAMS:
👉 The Inner Circle – Live training every month to help you scale your Fractional CFO firm – https://cfo.thecfoaccelerator.com/innercircle
👉 The CFO Academy – My flagship course for quickly starting and scaling your CFO firm – https://cfo.thecfoaccelerator.com/academy

MY FAVORITE FIRM TECH:
✅ G-Accon – I save 40 hours a month with G-Accon. Save 30% here: https://cfo.thecfoaccelerator.com/accon
✅ Ignition – The only platform I trust for contracts and payments. Save 50% for 3 months: https://cfo.thecfoaccelerator.com/ignition
✅ Kajabi – Love this for my website and marketing:
https://app.kajabi.com/r/WaFg8TLv

MY KEY LINKS
🌎 Website – https://www.thecfoaccelerator.com
👋 LinkedIn – https://www.linkedin.com/in/iammichaelking

WHO AM I?
I’m Michael King. A nuclear engineer turned Fractional CFO. I’ve spent the last 7+ years scaling my Fractional CFO firm, KFE Solutions. During that time, I’ve realized the enormous impact that fractional CFOs can have for their clients, their families, and themselves. Now, I help other fractional CFOs learn how to maximize their own impact!

PS – Some of the links in this description are affiliate links that I get kickbacks from 😀

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