2,600 CFOs. 100+ interviews. One framework every advisory-first firm should know.

Jack McCullough, founder of the CFO Leadership Council and host of the globally ranked Secrets of Rockstar CFOs podcast, shares what the best financial leaders do differently, and how to position your firm for where the industry is going.

This episode covers:

• The CREATE Framework: 6 traits great CFOs consistently show
• Why strategic thinking now matters more than technical skill
• How to build CEO-level trust as a financial advisor
• Lessons from interviewing 100+ top CFOs across industries
• The mindset shift separating the rising stars from the stuck

Whether you're building your firm or advising one, this is the playbook serious leaders are listening to.

Want to connect with Jack?
Text: 617-678-0957
Email: jack@cfolc.com

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• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.

Let’s map out your growth plan together → Book your free strategy call

4.5 years in federal prison. $0 to 7 figures. One of the most powerful growth stories you’ll hear this year.

In this episode, Dr. Patience Jackson Rose breaks down the exact mindset and strategies that took her from wrongful conviction to running multiple businesses across the U.S.

What we cover:

• 💰 How she doubled, then tripled, then quadrupled her revenue in 3 years
• 📈 Took one client from $5M to $12M in just 90 days
• 🧱 Built a nonprofit + for-profit model that feeds sustainable growth
• 🧠 Developed “backward business planning” - a framework built inside prison
• 🤝 Now coaching 7- and 8-figure CEOs on clarity, numbers, and leadership

This isn’t fluff or theory. It’s the hard-earned playbook behind real growth.

👉 If you lead a firm and want to build something unshakable - this episode is your map.

Send us a text

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.

Let’s map out your growth plan together → Book your free strategy call

97% of CFO consultants never crack 7-figures

Mark Gandy’s been breaking the mold since 2001. With a 98% close rate, 250+ podcast episodes. He’s living proof that the “fractional CFO” label is killing your growth.

In this episode, he shares:

🔑 The #1 sales secret that closes more deals than any pitch deck
⚡️ Why recurring revenue might actually hurt your growth
🚀 How referrals alone fuel his million-dollar business and why it works
💥 The mindset that took him from Big 8 burnout to a thriving 20+ year CFO practice

If you’re tired of playing small, this episode is your roadmap to real success.

Send us a text

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.

Let’s map out your growth plan together → Book your free strategy call