Marketing with Purpose: Grow Your CFO and Advisory Practice

Hosted by Amy Vetter and Carl Seidman

Tue, Apr 29, 2025

5:00 PM UTC (1 hour)

Virtual (Zoom)

Free to join

Invite your network

Go deeper with a course

The Fractional CFO and Advisory Mastermind & Community
Carl Seidman CPA | Microsoft MVP and Amy Vetter, CPA
View syllabus

What you'll learn

How to market with intention, not guesswork

Learn how to position your fractional CFO or advisory practice with strategic messaging that resonates.

How to build rapport, trust, and credibility

Discover practical ways to demonstrate your expertise consistently and authentically so you become a go-to partner.

Creating a marketing system that drives your biz development

Develop a simple, repeatable approach to marketing that keeps your pipeline active while you stay focused on delivering.

Why this topic matters

Founders and executives buy from those they feel connected to and confident in. They aren’t just looking for technical expertise. They’re looking for a guide and partner. A purposeful marketing strategy positions you and ensures you connect with the right clients through the right messaging. Learn how two Fractional CFOs and advisors effectively biz development, client work, and marketing.

You'll learn from

Amy Vetter

Founder of the B3 Method Institute


Carl Seidman

Founder of Seidman Financial

Learn directly from Amy Vetter and Carl Seidman

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