CFO Bookshelf

A Deep Dive on Portfolio CFOs

• Mark Gandy • Season 1 • Episode 224

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0:00 | 1:02:44

Numerous financial blog articles and LinkedIn posts highlight the benefits of a small business owner hiring a portfolio CFO. However, I do not recall these writers commenting on why financial professionals step away from the W-2 world to serve multiple owners as clients instead of sticking to a steady paycheck.

Sara Daw may be the first author to articulate why CFOs jump into the gig economy through her comprehensive research, which we can read about in Strategy and Leadership as Service. In this conversation, we hit on access vs. ownership, psychological ownership, career future-proofing, and liquid vs. solid consumption.

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