CFO Checklist

If you fail to plan, you plan to fail. And that especially goes for meetings.

I've sat through a lot of financial meetings over the years. Some productive, others not so much. The difference? 

Structure.

That’s why, our CFOs use this checklist to ensure successful client meetings.

A simple checklist like this ensures your time together is actually valuable, and not just an information dump. You can use this as-is for your financial meetings, or adjust for other types of connects.

The point is the same: EVERY meeting needs a plan.

Try it at your next meeting, then let me know how it goes!

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