Charles Lykoff, a fractional CFO, shows how to find clients in niche Facebook groups like e-commerce or HVAC. Identify active members, message them directly about their financial problems, get them on a call, and pitch tax planning, bookkeeping, or CFO services. He claims you can land a client within a week.
Hi, my name is Charles Lykoff. I'm a fractional cfo. I'm going to show you exactly how to get a fractional CFO client without running ads in the next week. Because otherwise we can't have you just eating beef sticks to save your life. So first off, let's get all this out of the way and we'll get started here. How to get a client. One week. Number one, write rules, no ads. So I'd find a Facebook group that has people who you can sell, who you can serve, and in there who have problems. We want business. So I would do things like EE comm instruction, H vac and plumbing electrical, but ask questions or create posts to get engagement. I would message every single person and I would try and get them on, on a sales call to sell them whatever service that I could provide. Be a tax plan, be a bookkeeping, be an accounting, be it a restructuring program or CFO intensive or even a loan. If you need help doing the actual financial services, you can look at some of the mastery products that we have about education. But I'm talking about how to get someone on the phone, get the money. If you need to get paid by Friday and today's Monday, you ain't got no money to get to them.
