Description
Building, growing, and sustaining a successful financial advisory practice is a real challenge.
There’s no universal playbook that provides the answers.
Enduring professional networks of people who ‘get it’ are hard to find.
Going at it alone can be isolating and self-defeating.
We experienced this ourselves when we first began in this profession many years ago and we figured it out the hard way – engaging with the wrong clients, encountering scope creep, and not finding the fulfillment from the work we purposefully choose for ourselves.
There was ultimately a better way.
We found greater peace and success being surrounded by smart, driven people who are as committed to supporting others as much as they are dedicated to their own transformation. When we openly share wins, practices that work, lessons from mistakes, and proven frameworks, we elevate the collective group – each other as well as ourselves.
That’s what this community is all about.
About the Community
Each month, Amy and Carl host live virtual sessions tackling real challenges financial leaders and practice owners face everyday. Unlike typical networking groups, these calls blend practical expertise with actionable techniques and frameworks that you can implement immediately. This applies to newcomers to the profession as well as seasoned practitioners.
Through their learning programs, coaching, and communities, Amy and Carl have supported 500+ Fractional CFOs, CPAs, and Consultants as they grow their skills, expertise, and businesses.
Build on your Mastermind experience through consistent connection with fellow financial leaders. This exclusive, private community provides both professional development and practical resources you need to excel as a Fractional CFO or finance/accounting advisor.
The program includes monthly calls facilitated by Amy and Carl while addressing real challenges CFOs face today. Between sessions, members connect through our Teams platform to share insights and troubleshoot issues in real time.
Members receive access to a comprehensive resource library featuring templates, worksheets, and models ready for implementation. You’ll also benefit from preferred vendor relationships and special favorable rates on additional coaching services from both Amy and Carl.
Membership Includes:
- Monthly expert-led calls featuring Amy, Carl, and industry specialists
- Private Teams community for ongoing collaboration
- Complete recording library of current and past sessions
- Implementation tools and frameworks for immediate use
- Preferred vendor relationships with negotiated pricing
- Reduced rates on technical training and personal coaching
Rates to Join:
Join before the Fractional CFO and Advisory Mastermind + Community begins to secure the most favorable rate. Early enrollment saves you $50 monthly ($149 vs. standard $199), while joining mid-Mastermind saves $25 monthly ($175).
