How to Become a Top Financial Advisor with Susan Boles

CFO Weekly

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

Learn more about Susan:

• Susan Boles on LinkedIn
• Beyond Margins Website
• Beyond Margins Podcast

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter

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Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council
Check out our three most downloaded episodes:

• Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman
• Top Skills and Strategies for Standing Out in Finance with Stephen Newland
• The Future of Finance with Emmanuel Daniel

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