How to Market & Sell High-Value Management Reporting & Fractional CFO Services
Financial professionals everywhere are recognising the growing demand for forward-looking insight and strategic financial support. This session shows how to turn that demand into opportunity, positioning management reporting and fractional CFO services as essential tools for helping businesses grow, scale, and prepare for successful exits.
Selling management reporting and fractional CFO services isn’t about pushing products, it’s about helping business owners recognise the value of financial clarity, foresight, and leadership.
In this VFD Business Development Academy session, we explore how to market, sell, and deliver high-value financial services that drive real business outcomes. Whether you’re an accountant seeking to move beyond compliance or a fractional CFO looking to expand your portfolio, this webinar outlines proven strategies to help you succeed.
You’ll discover how to align your engagement process with the client’s natural buying journey, building trust and authority at every stage. The discussion explores how to communicate value through meaningful conversations, demonstrate impact using management reporting tools, and establish long-term partnerships based on results, not transactions.
The webinar also delves into how collaboration between accountants and CFOs creates opportunity — allowing practices to extend capacity, enhance service quality, and attract higher-value clients. You’ll learn how to use referral partnerships, niche positioning, and targeted education to strengthen your client acquisition strategy.
Another key theme is exit planning and growth through acquisition. As demographic trends show an increasing number of baby boomer business owners approaching retirement, the need for structured financial leadership has never been greater. Understanding how to support clients in maximising value, improving profitability, and preparing for sale creates an enormous competitive advantage.
Through real-world examples and client success stories, the session highlights how to:
Develop a clear and compelling marketing message for your financial services.
Build a qualified prospect database and nurture leads with consistent communication.
Use structured educational programmes such as FiMBO and Exit101 to attract and engage business owners.
Position yourself as a trusted financial partner capable of delivering transformational outcomes.
This session is ideal for accountants, part-time FDs, CFOs, and financial advisors looking to expand their commercial impact, deepen relationships, and grow their practices.
Watch the video to gain practical insight into what works, what doesn’t, and how to build a scalable model for attracting, converting, and retaining clients who truly value your expertise.