• How to Become a Top Financial Advisor with Susan Boles

  • Aug 6 2024
  • Length: 35 mins
  • Podcast

How to Become a Top Financial Advisor with Susan Boles

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  • Summary

  • In this episode of CFO Weekly, Susan Boles, Virtual CFO and Business Strategist at Beyond Margins, joins Megan Weis to share how to be a better business advisor to help business owners get clear on their numbers and truly understand their inner workings at a deeper level so that they can make decisions from a place of intention and purpose instead of panic. Susan has spent over 20 years deeply immersed in productivity and achievement culture, serving as a CFO and COO for various organizations, including major universities, small retail shops, and marketing agencies. Susan is also the Creator & Show Host of the Beyond Margins Podcast, where she delves beyond the typical measures of success to help you establish a business where calm is the new KPI. In this episode, we discuss: - How rebranding transformed Susan's approach to business and life - Building a community centered around the concept of calm - How to become a better financial advisor - The importance of staying calm in business decision-making - The CALMER framework for business success
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