EPISODE · Dec 6, 2024 · 37 MIN
Ep. 70 - Building Your Financial Team | Staying Ahead of Your Practice's Finances with Carla Titus
from CEO Conversations™: The Private Practice Podcast with Brandy Mabra
The point of a business is to make a profit, but what do we do when financial goals and strategies start to get complicated? The answer: we build a financial team. In this episode, Brandy is joined by Carla Titus, fractional CFO and Founder of Wealth & Worth Within, to dive into the details of why your financial team and strategy are key to your practice's success. We cover all things money, from the importance of a basic budget to hiring a CFO for long-term planning. With 17 years of experience in corporate financial strategy, Carla Titus is just the person you need when your practice needs a plan. As the CEO and Founder of Wealth & Worth Within, Carla and her team help companies map out their financial goals from the basics of bookkeeping all the way to long-term financial strategies like hiring, expansion, profit-sharing, and more. Connect with Carla and Wealth & Worth Within: Website LinkedIn Instagram Subscribe to their Newsletter Some key takeaways from this episode include: A peek into why money is hard for so many of us to manage and digest What it really looks like to correct your financial mistakes How to infuse intention into all of your financial planning The secret to realistically leveraging goals and metrics What Carla really thinks about "Profit First" (and why it might be time to graduate from it) What co-pilots and your financial team should have in common The behind the scenes of a CFO's role and why you need one Carla's unexpected perspective on accountability and team turnover What you can do right now to prepare for 2025 It's time to take back your practice and own your CEO status. On the CEO Conversations™ podcast, we will cover the business side of your practice with actionable takeaways for you to implement in your practice. We will discuss: marketing, team building & leading, finances, operations & systems, YOU and everything in between. Connect with Brandy: Brandy Mabra on IG Private Practice CEO IG Website Apply for the Private Practice CEO™ Program
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Ep. 70 - Building Your Financial Team | Staying Ahead of Your Practice's Finances with Carla Titus
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