“Too many entrepreneurs make decisions based off of gut, not based off of scalable frameworks and ROI.”

- Bryce Keffeler

Welcome back to a new episode of the Cash Flow CFO Podcast! In this episode, I sit down with Bryce Keffeler, managing partner at Dew Wealth. Bryce helps business owners grow and protect their money using a unique model called a "fractional family office." It’s like having your own team of top financial experts—just like billionaires do—but without needing hundreds of millions of dollars! We talk about how this setup helps entrepreneurs save time, avoid mistakes, and make smarter choices with their wealth.

Join us to learn the whole story!

“A lot of entrepreneurs don’t want to be sitting in the middle of that wheel managing all these professionals. They just want the outcomes that come with a well-oiled machine.”

- Bryce Keffeler

Build a Team That Works for You

In this episode, I’m diving into how business owners can make smarter money moves that protect their time, energy, and future. We’re talking about how to build a team around you that works together to support your goals—just like billionaires do, but without needing billionaire dollars. If you’ve ever felt overwhelmed trying to manage your finances, this episode will help you see a new way forward.

Profit Over Revenue

We also chat about how important it is to focus on profit—not just sales. I’ve seen business owners chase big revenue numbers but still feel broke at the end of the day. We break down why watching your costs and knowing your numbers—like how much it takes to get a new customer—is key to running a healthy, growing business. It’s not about doing more, it’s about doing better.

From Income to Wealth

There’s a great conversation about growing up in entrepreneurial families and how that shapes the way we see business and money. We talk about what it means to go from earning income to building real wealth—and how your business is a powerful tool to make that happen when you treat it like an asset, not just a job.

Protect What You’re Building

We also get into ways to protect what you’ve built. From insurance to legal structure to where you keep your cash, we share simple steps that can make a big difference. If you’re ready to stop playing defense and start planning ahead, this episode will give you the tools and confidence to move forward.

“You start your journey and it’s all about income… but as a successful entrepreneur, you need to shift your mind frame from focusing on income to equity.”

- Bryce Keffeler

Want to get in touch with Andrea Jenson?

Website: https://thecashflowcfo.com/

Podcast: https://pod.co/the-cash-flow-cfo-podcast

LinkedIn: https://www.linkedin.com/company/the-cash-flow-cfo/

Facebook: https://www.facebook.com/thecashflowcfo/

Instagram: https://www.instagram.com/cashflowcfo/

YouTube: https://www.youtube.com/channel/UC0kQopRCt9TEbgYjmqA4SMQ

Want to get in touch with Bryce Keffeler?

Website: https://www.dewwealth.com/