Ways Networking Can Boost Your Client List

My greatest error when I started into this business? Thinking that doing good work would be enough to drum up word-of-mouth introductions. It was, until people stopping actively thinking about me as much as I desired. What can Fractional CFOs and FP&A advisors do to make connections easier and an ongoing part of business development? Here are the 6 activities I encourage: 1) Networking Don't just look for companies that need your help. Look for the people who know the people who need your help. Networking is a proactive activity to connecting with high-quality people with the sole intention of learning from them and helping them. It is not about passing out business cards and adding them to an email list. 2) Partnerships Seek a win-win-win scenario. If a company needs help, make it easy for others to refer you. If you are the right provider, you win. But so does the client and so does the referral source. Few of us have the time to send out cold emails, join 12 calls every day, all while doing client work. Teaming up with others who trust us and can market on our behalf increases the odds of connecting with great prospects. 3) Social Media We no longer have to meet people in person to show that what we do. But just as we wouldn't pass around business cards at a networking event, we shouldn't bombard people with constant pitches. A presence on social media doesn't need to be clickbait marketing and trying to hook people into consuming empty calories. Instead, it's an opportunity to showcase experience and expertise. 4) Sales Sales used to feel icky to me, because I felt that I was pressuring someone to buy into me. But sales isn't icky if what we're selling is the antidote to someone's pain. If we fail in selling the cure, we force prospects to buy a sub-par service from someone else. 5) Workshops and Speaking There is no better medium for business development, self-development, marketing, and networking than workshops and speaking. It forces us to develop confidence and mastery in our craft. It allows us to demonstrate our authority and expertise. But we can do this all within the context of service to others. They have come to learn something new and we can be the ones to offer those lessons. 6) Masterminds Masterminds allow people to come together to learn from and challenge each other. As an advisor, we don't have to be the foremost expert in the room. We just have to be able to run a great facilitation and share wisdom. ---------- Some people think that Fractional CFO work is all about word-of-mouth introductions, delivering a recurring accounting package, and coasting once they have a bundle of clients. But clients change. And that means that over time: Needs change Scopes of work change Demands on our time change We might no longer be the right fit Doing great work is not enough to build a sustainable and growing financial advisory practice. That's table stakes. Active marketing is the key to sustainable growth.

3 Things I Do to Turn My Network into a Source of New Leads Every Day. There is no lack of GTM experts on LinkedIn, teaching the "best" methods to sell your product or service. What if lead generation doesn’t always mean finding brand-new contacts? Sometimes, your next client is already within reach—in your 'Go To Network' of family, friends, past clients, and professional connections. GTN > GTM!!!!!! Here’s how I tap into my existing network daily to create fresh opportunities: 1. I Reach Out to 3-5 People Every Day. Each day, I dedicate a few minutes to connecting with people in my network, one-on-one. This isn’t about making a “sales” call but rather a check-in. Maybe I’ll congratulate someone on a new job, catch up with a past client about their home, or just say hello to a colleague. Little, authentic touchpoints help me stay top-of-mind without feeling pushy. 2. I Use “Connection Types” to Keep Outreach Interesting and Relevant. To avoid repetitive outreach, I rotate between different types of messages: Personal Check-Ins: A friendly message to see how someone is doing, or just to catch up. Value-Adding Messages: I’ll share an interesting trend or a quick tip with someone who may be interested. Milestone Celebrations: Birthdays, anniversaries, promotions—recognizing these moments strengthens the connection. 3. I Track It All in One Place. Keeping track of my daily outreach means I don’t accidentally ignore parts of my network. Whether it’s a CRM, a notebook, or a simple spreadsheet, I log my connections and set reminders to follow up periodically. This way, my outreach feels consistent and intentional, building strong, trust-based relationships over time. The best part? This “Daily Outreach Habit” only takes 10-15 minutes each day, but it creates a reliable flow of leads through natural, warm conversations. Remember: You don’t have to go to the market for new leads—you already have them in your network!

I’ve helped 100+ CEOs and entrepreneurs turn LinkedIn into a lead-gen machine. Most struggle with low engagement & zero conversions. To avoid this trap, here's my 5-step roadmap on how to network effectively and turn LinkedIn into a revenue machine: 📌𝗦𝘁𝗲𝗽 𝟭: Stop Scattering Your Energy Most people think: “I need to connect with everyone to grow.” That’s a mistake. To achieve real networking success: • Define your ideal connection – Who do you need to know? Who needs your expertise? • Prioritize decision-makers – Don’t just connect with peers; go after buyers. • Engage with top voices in your industry – This gets you seen by their audience. 🔹 Start here and avoid wasting time on random connections. 📌𝗦𝘁𝗲𝗽 𝟮: Don’t Stop at 50 Requests—It’s a Numbers Game Now you have two options: • Send a few requests and wait for magic to happen • Go big, track responses, and refine your outreach There’s no wrong answer, but if you’re serious about growing, you need volume + strategy. ✔ 100+ connection requests per week ✔ 30%+ acceptance rate = you’re on the right track ✔ Keep tweaking your message for better results Networking is a game of persistence. 📌𝗦𝘁𝗲𝗽 𝟯: Connect, But Go Beyond 'Thanks for Connecting' Focus on two core pillars: 1. Your First Message Matters • Skip generic intros—lead with value • Ask an engaging question to spark a real convo • Find common ground fast (industry, mutual interests) Once you master this, focus on: 2. The Follow-Up Formula • 80% of deals come AFTER the 3rd+ follow-up • Keep it casual but intentional (not salesy) • Offer useful insights, not just “Hey, checking in” Most people stop at one message. You shouldn’t. 📌𝗦𝘁𝗲𝗽 𝟰: Build Social Proof While You Network Mistake: Talking about yourself too much. Easy fix: Use content to back up your credibility while you network. Here’s how: • Post insights from your conversations (without naming names) • Share behind-the-scenes of working with clients • Showcase what you’re learning + how it helps others Your profile should do the selling for you. 📌𝗦𝘁𝗲𝗽 𝟱: Make LinkedIn Work for You 24/7 This final step is how you: • Turn cold outreach into warm inbound leads • Position yourself as an authority • Build relationships that lead to high-value opportunities 🔹 Want more deep-dive insights on LinkedIn networking & lead-gen? I’m sharing exclusive strategies in my newsletter today. Get it here 👉 https://lnkd.in/eCuasuC9 🚀