Ask the CFO with Lowell Mora

I’m Lowell Mora, CEO of Impact CFO and a fractional CFO with more than 30 years of experience helping privately held and family-owned businesses make better financial and operational decisions. This channel is about what happens when the spreadsheet alone isn’t enough. Through Ask the CFO , I sit down with business leaders and advisors to talk candidly about cash flow, profitability, growth, people, technology, succession, risk, and the decisions that move a business forward. Through Unwritten CFO , I share what no certification or job description can fully teach: how to think in the CFO seat, advise an owner, navigate difficult decisions, build credibility, and become a trusted financial leader. Whether you’re a business owner, fractional CFO, or finance professional preparing for the CFO seat, you’ll find practical conversations grounded in real experience. **Better questions. Better decisions. Stronger financial leadership.**

Ask the CFO with Lowell Mora is a general podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Ask the CFO with Lowell Mora, a general show with 0 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Ask the CFO with Lowell Mora

  Disrupting Retirement: Why 1 in 3 New 401(k) Plans Start With Human Interest with Stan Francom

  Sep 16, 202638 minS0

  <p>A 401(k) is no longer simply a nice benefit to offer—it can be an important tool for attracting and retaining employees, reducing taxes, and helping business owners prepare for their own retirement.</p><p>In this episode of Ask the CFO, Lowell Mora speaks with Stan Francom of Human Interest about what business owners should know before starting or evaluating a retirement plan. They discuss available tax credits, Safe Harbor options, Roth contributions, employee participation, fiduciary responsibility, and how automation can make plan administration easier.</p><p>Whether you already offer a 401(k) or have assumed one would be...

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  Ask the CFO with Lowell Mora

  If Your Marketing Isn't Generating Revenue, Here's Why

  Sep 1, 202645 minS0

  <p>What happens when your marketing is creating activity—but not enough revenue?</p><p>In this episode of <b>Ask the CFO</b>, Lowell Mora sits down with Dolores Hirschmann of Masters in Clarity to talk about what is actually working in marketing today, especially for consultants, fractional executives, advisors, and service-based businesses.</p><p></p><p>They discuss relationship-based marketing, LinkedIn lead generation, why consistency matters, how AI is changing the way we find and communicate with prospects, and where automation should stop.</p><p></p><p>The biggest takeaway? AI can help you move faster, target better, an...

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  Ask the CFO with Lowell Mora

  Ask the CFO: Cultivating Fulfillment -- Why It Comes First with Diana Patel

  Aug 18, 202643 minS0

  <p>Most high-achieving business leaders eventually hit a moment where they stop and ask, is this it. Not because anything is wrong. The revenue is there, the team is growing, the milestones keep getting checked off, and something still feels unresolved.</p><p></p><p>In this episode of Ask the CFO, Lowell Mora sits down with Diana B. Patel, founder and president of Resonant LLC, to talk about what fulfillment actually means for a business leader, and why it has to come before success and happiness, not after.</p><p></p><p></p><p>Today's chat is about the...

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