A short YouTube segment by Fractional CFO GPT advising CFOs/fractional CFO firms to explicitly define personal and firm values to attract aligned clients. The speaker recommends a focused exercise (pen-and-paper, uninterrupted time) to list values and cites their firm kfe's values—serving with the heart of a teacher, generosity, and gratitude—as examples.
You've got to define your values. Before you can get clients that are in alignment with your values, you've got to know what your values are. And I think that there is this process of literally sitting down with pen and paper, kind of clear the deck, clear your calendar, and turn off the notifications and just say, what are the values that are important to me as a person and to my firm? And so, for example, in kfe, my firm, our values are serving with the heart of a teacher. Generosity, gratitude, those things are so important to us.
