Finance Client Acquisition - Simple Sales Systems for WOC Money Experts: Recent Episodes
Ro Shah
The Finance Client Acquisition Podcast helps WOC money coaches, bookkeepers, and accountants book out and hit 5-figure months, 6-figure months, and build 7-figure empires by mastering lead gen and sales calls to create repeatable (and simple) sales systems.I’m your host, Ro Shah. I was tired of seeing “finance bros” representing the financial industry with their outdated takes, and know it needs to change. That’s why my mission is to show you simple strategies you can use as a WOC finance expert to expand your reach, change the status quo, and make real MONEY.My mission is to have more Women of Color as financial industry leaders. Period.
In this video, we discuss the crucial hires needed to grow a business to six figures. Starting with the importance of hiring a mentor, they describe how a good mentor can guide business owners through the necessary steps for success. We emphasize hiring a lead generator next to constantly bring in new clients. And lastly, we further advise on the importance of hiring a CPA and a bookkeeper when your business income starts to exceed $50,000, as these professionals can help manage finances and taxes efficiently. Here's the inside scoop on our personal experiences and recommendations for finding and hiring these key roles.
00:00 Introduction: Who to Hire to Hit Six Figures
00:21 The First Essential Hire: A Mentor or Coach
02:11 Scaling Up: Hiring a Lead Generator
03:21 Financial Management: Hiring a CPA and Bookkeeper
05:44 Conclusion: Summary of Key Hires
Connect with the host:
- Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall - Do you want sales strategies sent straight to your inbox? Sign up HERE.
- More of a visual learner: sign up for your youtube channel here
Support the Show.
Sadia: Empowering Financial Journeys
In this episode, we sit down with Sadia, a financial expert dedicated to helping individuals achieve their financial goals. Sadia shares her inspirational journey from studying economics and law to thriving in the world of investment management, and eventually becoming a mentor for those seeking financial independence. Throughout the conversation, we explore the challenges she faced as an outsider in a hierarchical and male-dominated industry, her transition to entrepreneurship during COVID-19, and her unwavering commitment to making financial education accessible to everyone. Join us as we delve into the importance of understanding your ‘why’ in business, overcoming fears to build a personal brand, and the empowering impact of financial literacy.
00:00 Introduction to Sadia
00:12 Sadia’s Background and Career Journey
00:26 Facing Industry Challenges
02:41 Dealing with Hierarchy and Class Differences
06:50 Transition to Entrepreneurship
06:50 Building a Personal Brand
12:33 Overcoming the Fear of Social Media
21:30 Empowering Women Through Financial Literacy
18:03 The Importance of Financial Foundations
26:41 Sadia’s Why and Industry Beliefs
32:19 Conclusion and Final Thoughts
Sadia's Info:
Instagram: @wealth.with.sadia
www.linkedin.com/in/sadia-financial-literacy
Connect with the host:
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall -Do you want sales strategies sent straight to your inbox? Sign up HERE.
- More of a visual learner: sign up for your youtube channel here
Support the Show.
In this episode I go over why you're stuck at the same income or plateauing with your sales especially if you've been in business for longer than 12 months
- Explore the concept of 'Success Amnesia' in business, where we often forget our achievements and struggle to replicate past successes.
- Learn strategies to acknowledge, celebrate, and repeat your wins to build a more successful business mindset.
Connect with the host:
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall - Want in on my 100k sales funnel for free? Sign up HERE.
- More of a visual learner: sign up for your youtube channel here
Support the Show.
In this episode with Soledad from @wealthparatodos, we go over
- Introduction to the Money Coaching Virality Series
- Meet Soledad: Founder of Wealth Para Todos
- Soledad's Financial Awakening
- The Journey to Financial Literacy
- Building Wealth Para Todos
- Overcoming Challenges and Building Community
- Turning Passion into a Business
- Developing Unique Financial Concepts
- The Importance of Diverse Self Care
- Conclusion and How to Connect with Soledad
Where to find Soledad:
Instagram: @wealthparatodos
LinkedIN: www.linkedin.com/in/wealthparatodos
Website: https://www.wealthparatodos.com
Freebie: https://wealthparatodos.com/freebies
mini course: https://courses.wealthparatodos.com/diverse-self-care
Connect with the host:
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall -Do you want sales strategies sent straight to your inbox? Sign up HERE.
- More of a visual learner: sign up for your youtube channel here
Support the Show.
Was a 20k Rebrand Worth It?
In this episode, we dive into the details of a $20,000 rebranding journey. We discuss the cost breakdown, the impact of the rebrand on the business, and whether it was ultimately worth the investment. Tune in to find out about the challenges, successes, and lessons learned from this comprehensive rebranding effort.
Introduction to the $20,000 Rebrand Journey
So was a 20, 000 rebrand worth it? In the video, I'm going to
- Breaking Down the Rebrand Costs
- The Biggest Expenses: Website and Photography
- Shooting Logistics and Additional Costs
- The Impact of Rebranding on Business
- Reflections and Advice on Rebranding
Support the Show.
In this episode, I talk with Queenie Wei, a personal wealth coach for middle class families looking to create generational wealth and level up their financial literacy game.
Queenie discusses how she determined what she needed for personal and business growth.
Hear what Queenie has learned and the advice she has for others.
In this episode:
- Assessing your need for team members and advice for bringing them on
- How to use data and your gut to make decisions
- Why compassion and self love are important for your business
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Queenie
Website: soulvibecapital.com
TikTok: @queeniewwalsh
Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the Show.
I am sharing an episode of the Visionary Voices podcast where I was featured as a guest.
Host Ida Azefor is the owner of Peerless Accounting and she brings accounting clarity to Canadian businesses.
In our conversation, I share my story and the ways I empower Women of Color to take over the financial industry, one sale at a time.
In this episode:
- How financial education can differ depending on your life experience
- What led me to leave my corporate job and start my own business
- The specific ways I help Women of Color financial experts make sales
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Ida
Instagram: @idaazefor
Podcast: Visionary Voices Podcast
Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the Show.
In this episode, I am joined by Airtable expert Ashley Pendergraft of Systems Over Stress.
With Systems Over Stress, Ashley specializes in setting up group programs, masterminds, and memberships in Airtable.
Ashley shares how she got started with systems and what led her to use Airtable over other free and popular options.
In this episode:
- The reasons systems and automations are not optional for Ashley
- Why Airtable is Ashley’s preferred platform and she considers it a team member
- How to decide which software is the best for your systems
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Ashley
Website: systemsoverstress.co
YouTube: Systems Over Stress
Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show
I am sharing an episode of the Keep What You Earn podcast where I was featured as a guest.
Host Shannon Weinstein is a CPA who is on a mission to simplify money and empower others through knowledge.
In our conversation, we unlock the secrets of sales as a wealth-building tool and why mastering it is non-negotiable for your business's growth.
In this episode:
- Insights into how overcoming the fear of selling and choosing mentorship are key to professional development and success
- How knowing your ideal client and choosing the right social media platform can make all the difference
- Practical strategies and mindset shifts you can make to elevate your entrepreneurial venture
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Shannon
Instagram: @shannonkweinstein
Podcast: www.keepwhatyouearn.com
Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show
In this episode, I am joined by Miranda Basden, tax expert and six-figure tax strategist for small businesses.
Miranda started her business by offering basic bookkeeping and accounting services. She has transitioned to walking beside her clients to help them plan for the future and be more profitable.
Miranda says she has fallen in love with the journey that her business is taking and explains why that has helped her find success.
In this episode:
- What got Miranda excited about her business again and allowed her to transition the services she offered
- The value of documenting your journey and celebrating along the way
- Advice for others about dealing with imposter syndrome
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Miranda
Instagram: @miranda.basden
Website: www.basdenaccounting.com
Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show
I introduce the concept of a sales menu so you can prioritize what to do in your business.
I walk you through how to set up your own sales menu so you can quickly and easily take the action you need to make sales today.
In this episode:
- Ways to set up your sales menu
- Items you need to have on your sales menu
- How a sales menu helps you avoid getting bogged down with repetitive tasks
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show
In this episode, I am joined by Dr. Brittne Halford, an Internal Medicine Physician and Wealth Coach.
Brittne talks about how she increased her financial literacy and developed her signature group program so she can help other women optimize the use of money to create a life that brings them joy.
In this episode:
- Why women often commit their lives to service and have a mindset of sacrifice
- How she sold her group program before she built it
- Why time is the most valuable thing you have and how to make the most of it
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Brittne
Instagram: @brittnehalford
Website: morejoymorewealth.com
Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show
I share how I made $17,000 in just 6 weeks after my first investment in my business.
I walk you through the Proactive Pursuit Method that made it easy for me to sell and make my investment back quickly.
In this episode:
- The steps to follow in the Proactive Pursuit Method
- How to avoid common business problems
- Why simplifying your business pays off
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show
In this episode, I talk with financial coach Danielle Taylor about her story of turning her expertise into a business.
Danielle shares how she learned to run her business her way for the freedom and success she was looking for.
In this episode:
- Why posting on social media wasn’t the best strategy for Danielle
- How community building has affected her business
- Ways to foster one-on-one relationships with clients
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Danielle
Instagram: @thefrugalfinancemom
Facebook: facebook.com/tayloredfinancials
Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show
Lead generation is essential for consistently acquiring new leads, and it can be divided into two sections: outbound and inbound.
Learn more about outbound leads and inbound leads, and how you can implement a lead generation strategy that works best for you and your business.
In this episode:
- The difference between outbound and inbound leads
- Which leads you should focus on at your stage of business
- Specific strategies you should use for lead generation
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show
I am joined by Cleo Matlou, a Money Mindset Coach, who helps women have a better relationship with money.
Working with Cleo will transform the way you think, feel, and behave around money so that you can create the wealth and abundance you deeply desire.
In this episode:
- How Cleo worked on her own mindset as an entrepreneur
- The way Cleo thinks about investing for maximum results
- Cleo’s business advice for other women in the financial industry
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Cleo
Website: womenaboutfinance.com
Instagram: @womenaboutfinance
Facebook: facebook.com/womenaboutfinance
LinkedIn: linkedin.com/in/cleo-matlou/
Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show
One of the biggest mistakes I see people in the financial industry make is using the same strategies as an influencer.
As a financial expert, the majority of your clients are other business owners, so your marketing strategy, content strategy, and lead generation strategy should be different from the typical influencer strategies.
In this episode:
- How selling as an influencer and selling in the financial industry are different
- Why pumping out content doesn’t work for financial experts (and what to do instead)
- Where to find your clients and your content in the financial industry
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show
I talk with LaTondra Wiliams, a financial expert for dancers, in this episode. LaTondra uses her financial knowledge to help dancers with passive income.
LaTondra has more than 15 years of dancing experience and believes in supporting creativity.
In this episode:
- How she combined her passion, experience, and expertise to help others
- The way she markets herself and finds connections
- Why speaking engagements have been a game changer for her business
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with LaTondra
Instagram: @latondra.dena
Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show
There are all the financial rules that you know from Wall Street, and then there’s us, the global majority, WOC who know the nuances of finance.
I share why you should drop the stiff conversations and formal lingo when talking to potential and current clients.
In this episode:
- How corporate culture teaches us to shame
- The benefit of asking open ended questions and being vulnerable
- How to make prospective clients feel understood and safe with you
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show
I talk with Patricia Henderson, a financial professional for educators, in this episode. Patricia is a real estate agent who recognized that her clients needed additional financial support.
Patricia has a background in education, and she shares how her desire to help people is what motivates her in her life and business.
In this episode:
- How authenticity helped her connect to her audience
- The biggest change she’s experienced in her business
- The ease that automations and systems have provided her
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-Lead Gen Lab: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Patricia
Scheduling Page: https://calendly.com/realtorhenderson
Instagram: @patriciahendersonfinance
Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show
Are you giving your personal phone number to your clients? This is the number 1 mistake I see across the board when it comes to boundaries.
I share why this is a problem for many new business owners and my advice for client communication.
In this episode:
- My rule of thumb regarding giving out your personal phone number
- How to give yourself time to learn to communicate with clients in a healthy way
- The platforms I suggest using for client communication
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-7 Figure Sales System Mastermind: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Ro
Instagram: @fmcbyro
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show
I talk with Jessie, of Entrust Bookkeeping Solutions, in this episode. She shares the exciting journey of leaving her corporate job and starting her own business.
Jessie explains how she had the confidence to become her own boss. We talk about what has allowed her to build her business in a sustainable way.
In this episode:
- How focusing on the value of her work helped to shift her mindset
- Why putting boundaries in place is beneficial for clients
- Encouragement to invest in yourself for faster results
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-7 Figure Sales System Mastermind: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Jessie
Website: www.entrustbks.com
Email: jessie@entrustbks.com
Instagram: @entrustbks
Connect with Ro
Instagram: @fmcbyro
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show
Lead generation is the most valuable skill you can invest in to generate sales and income for your business. It is a lifetime skill and the return on investment is limitless.
The algorithm will always change and there will always be new platforms to learn, but once you have the skill of lead generation you can always bring in new leads.
In this episode:
- Why you should learn the skill of lead generation
- How lead generation will outperform every other strategy
- Ways you are leaving money on the table
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-7 Figure Sales System Mastermind: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Ro
Instagram: @theroshah
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Support the show
I talk with Christina, a Career, Negotiation, and Money coach, who helps fellow Women of Color become free from corporate America.
Christina realized she was the go-to person for her friends and family for career and money advice. She decided to turn her passion into a business, so Lifestyle Paragon was born.In this episode:
- The early frustrations Christina faced with her audience not taking action
- How she creates her content for her ideal audience
- How she does lead generation now in a way that works best for her
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/fmcbyro/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-7 Figure Sales System Mastermind: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Ro
Instagram: @lifestyleparagon
Connect with Ro
Instagram: @fmcbyro
Are you letting your clients dictate your schedule? You can’t keep operating like you have one to three clients, because one day you’ll have fifteen clients.
You need to work on acting like a CEO now by establishing the habits and schedule you want to have. Learn how to gradually shift to the schedule you want so that you can get more clients, peacefully.
In this episode:
- Why letting your clients determine your schedule is holding you back
- How to ease into your desired policies and dream schedule
- How taking control of your schedule will bring you more clients
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/fmcbyro/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-7 Figure Sales System Mastermind: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Ro
Instagram: @fmcbyro
I talk with Deahna Joi, an Accountant who provides CFO services for Non-profits and Childcare experts.
Deahna left the corporate world and has embraced her abilities as an entrepreneur. She was able to highlight parts of her identity and use them to find direction for her business.
In this episode:
- Why Deahna made the decision to join the 7 Figure Sales System Mastermind
- The peace of mind and support that the mastermind provided
- Advice Deahna has for others as they build their businesses
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/fmcbyro/salescall
-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-7 Figure Sales System Mastermind: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Deahna
Social Media: @budgetsbyjoi
Connect with Ro
Instagram: @fmcbyro
“I don’t want to be salesy!” I hear this all the time.
But I’m here to tell you that being salesy is not an issue, being inauthentic is. When you can be your authentic self you will have success in selling without feeling salesy.In this episode:
- Learn what your ideal client really wants to hear
- Why being inauthentic is what makes you feel salesy
- How to lean into your strengths to be authentic
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/fmcbyro/salescall *-1:1 Sales & Systems Coaching: a VIP 1:1 experience to work 1:1 every week to hit your next 5 figure month with rinse and repeat sales systems
-7 Figure Sales System Mastermind: a high impact six-month group container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.*Connect with Ro
Instagram: @fmcbyro
I talk with Claire Mbugua, who has transitioned from the healthcare space to the wealthcare space.
In the healthcare industry, Claire saw the financial devastation that can happen to families. Now she wants everyone to understand how money works so they can be proactive about wealth as they care for themselves and others.In this episode:
- Hear how Claire decided who to help (and how that relieved so much anxiety)
- The mindset shifts Claire made that helped scale her business
- The benefits of streamlining systems and using automations
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/fmcbyro/salescall *-VIP DAY: a DONE FOR YOU 5-hour experience where you sit back and I build out your sales systems for your next launch
-7 Figure Sales System Mastermind: a high impact 1:1 three-month container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.*Connect with Claire
Instagram: @claire.mbugua
Connect with Ro
Instagram: @fmcbyro
Do you struggle to address sales objections and over-customize your offers? If you people-please your way out of your profit margin, this episode is for you.
In this episode, I share one of the most important concepts that my clients learn: Investment Setting Sanity. Understanding and implementing this concept will help you operate as a CEO and reach your long term goals.
In this episode:
- Why you need boundaries and SOPs in place when selling
- How under-selling affects long-term goals
- Ways to avoid resentment and burnout
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/fmcbyro/salescall *-VIP DAY: a DONE FOR YOU 5-hour experience where you sit back and I build out your sales systems for your next launch
-7 Figure Sales System Mastermind: a high impact 1:1 three-month container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.Connect with Ro*
Instagram: @fmcbyro
Lead Generation Lab is a free live training on August 23rd at 6pm EST.
You will learn how to create an audience of ideal client leads who are ready to buy so you can book out your bookkeeping agency, CPA firm, and CFO services without being on the content hamster wheel.
Click here to sign up for the Lead Generation Lab now
Welcome to the "Finance Client Acquisition - Simple Sales Systems for WOC Finance Experts" podcast. Today, we've got a special guest, Anette Campbell, CEO and founder of The Tax Experience. She's an expert in personal and business tax preparation and has recently started mentoring new business owners to earn six figures.
Anette's journey hasn't been all rainbows and sunshine. There was a time when she lost her banking job, apartment, and car, and had to move back in with her family. But she believed in her abilities, started her own business along with her job, and worked her tail off to build it up. And when the pandemic hit and everyone was losing their jobs, her business was already exploding!
In this interview, Anette talks about how she manages her business with over 300 clients using the right systems the importance of keeping sales as a priority, and strategies for generating recurring revenue beyond tax season. She also shared how she handles 100 discovery calls in a month without getting burnout.
Hit play on this interview episode and unlock the secrets of a winning sales system.
In this episode:
- Annette's story of losing everything to booking 150 clients and own a million-dollar business
- Hire people in your team that are looking for you
- How to have recurring revenue beyond tax season
- Sales are the fuel to run your business
- Running a business without getting the B Word
- You are worthy of having Million Dollar business
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/financevaro/salescall
-VIP DAY: a DONE FOR YOU 5-hour experience where you sit back and I build out your sales systems for your next launch
-7 Figure Sales System Mastermind: a high impact 1:1 three-month container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Annette
Instagram: @_successwithannette
Website: www.thetaxexperience.com
Connect with Ro
Instagram: @fmcbyro
7-Figure Sales System Program is a three-month mastermind that teaches women of color how a rinse and repeat business through mastering sales, systems, and launching. It's included:
- Monthly workshops
- Private 1x 1:1 60 min calls with Roma per month
- Private Daily 1:1 Slack Channel with Roma
- 3 months of weekly group coaching
Click here to join the waitlist
Do you ever feel like your business has taken over your life? I mean, the never-ending Zoom calls, being glued to your computer all the time to respond to emails and Slack messages, and constantly rearranging your own schedule just to please clients. It's exhausting, right? And let's be real, it can really suck the joy out of running your own business. Sometimes it gets so bad that people just throw in the towel and quit.
Well, in this episode of "Finance Client Acquisition - Simple Sales Systems for WOC Finance Experts," I'm here to debunk the myth that you have to work seven days a week to make money. We're introducing our CEO Scale Schedule which has helped three of my clients regain control of their schedule and step into CEO role.
Say goodbye to endless Zoom calls, the pressure of responding to emails within seconds, and forget about weekend meetings if you're not into that. And here's the best part: we're not just leaving you hanging! We're giving you all the tools and strategies you need to set clear boundaries and regain control of your time.
So, if you're ready to reclaim your life and actually enjoy running your business again, this episode is a must-listen. Trust me, you won't regret it!
In this episode:
- Rejecting the "work harder and longer" mentality
- The drawbacks of an exhausting schedule
- The CEO Scale schedule: What is this?
- How has the CEO Scale Schedule helped my clients?
- What you need to know about setting boundaries.
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/financevaro/salescall
-VIP DAY: a DONE FOR YOU 5-hour experience where you sit back and I build out your sales systems for your next launch
-7 Figure Sales System Mastermind: a high impact 1:1 three-month container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Ro
Instagram: @fmcbyro
7-Figure Sales System Program is a three-month mastermind that teaches women of color how a rinse and repeat business through mastering sales, systems, and launching. It's included:
- Monthly workshops
- Private 1x 1:1 60 min calls with Roma per month
- Private Daily 1:1 Slack Channel with Roma
- 3 months of weekly group coaching
Click here to join the waitlist
“Financial Foundations and knowledge are everyone's rights and should be spoken in clear language to reduce financial disparity.”
In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts – I’m talking to Qiara Johnson, human first entrepreneur, who worked as a CPA in the top four global accounting firms and is now the owner of her business-Cosmic Concierge.
Taking the metrics and humanities together in business, Qiara has built a successful business, a stellar team, and a clientele that she loves working with. In this episode, she spills all the tea about her three-year business journey, cultivating a human approach in business, reading metrics and numbers, the importance of defining the core value of your business, and her sales strategy.
Hit that play button and gain exclusive insights from WOC financial leaders on skyrocketing your business.
In this episode:
- Qiara and her business “Cosmic Concierge”
- It’s not just about money and freedom, but learning your why
- How ignoring your metrics costs you thousands of dollar
- Cultivating a Human-First approach in business
- Defining the “Core Value” that attracts the right team member
- Building a clientele that you absolutely love working with
- Choosing vulnerability and humility over highlights reel
- “Whatever you have in your mind, you can have in your hands.”
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/financevaro/salescall
-VIP DAY: a DONE FOR YOU 5-hour experience where you sit back and I build out your sales systems for your next launch
-7 Figure Sales System Mastermind: a high impact 1:1 three-month container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Qiara
Instagram: @cosmo_concierge
Freebie: Download the “Stay Ready Business Checklist’ to establish a foundation for your business
Connect with Ro
Instagram: @fmcbyro
7-Figure Sales System Program is a three-month mastermind that teaches women of color how a rinse and repeat business through mastering sales, systems, and launching. It's included:
- Monthly workshops
- Private 1x 1:1 60 min calls with Roma per month
- Private Daily 1:1 Slack Channel with Roma
- 3 months of weekly group coaching
Click here to join the waitlist
In this week’s episode, I am giving you a sneak peek of our exclusive training only available to clients inside the 7-figure sales systems program.
When it comes to a launch, people have only two thoughts - the bubble bursting celebration of a big figure number or the image of total burnout and exhaustion. But there are a lot of grey areas that are rarely discussed in the financial industry.
So in this episode, I am giving you a view of our 7-figure training where I have gone over evergreen selling, live launching, the difference between a webinar, masterclass, and video training, and the requirements to successfully launch.
Plus, I’ve shared tips on how to choose a topic for your video training, your launch workflow, content creation, and pretty much every question you may have on launching.
In this episode:
- Evergreen Selling and Live Launching: what do they mean?
- Don’t go for live launching if you have not mastered evergreen selling
- Do people still watch and buy from webinars or masterclasses?
- How can you build, repurpose, and reuse your launch assets?
- Mistakes that make your launches flop
- How can you choose the right video training topic for your audience?
- How to decide your masterclass replay price?
- Managing current launch offers with past or current clients
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/financevaro/salescall
-VIP DAY: a DONE FOR YOU 5-hour experience where you sit back and I build out your sales systems for your next launch
-7 Figure Sales System Mastermind: a high impact 1:1 three-month container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Ro:
Instagram: @fmcbyro
7-Figure Sales System Program is a three-month mastermind that teaches women of color how a rinse and repeat business through mastering sales, systems, and launching. It's included:
- Monthly workshops
- Private 1x 1:1 60 min calls with Roma per month
- Private Daily 1:1 Slack Channel with Roma
- 3 months of weekly group coaching
Click here to join the waitlist
“The biggest mistake that you can make in any business… is listening to other people on what you should do and what you should not do.”
In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts – I’m talking to Melissa Davis, Money Coach and founder of Iwillwallet. Melissa helps therapists chase freedom and not a check so that they can attain and the life they want to live.
Like so many others, Melissa had imposter syndrome and undercharged for her coaching services. In today's episode, she talks about how she overcame her fear by being surrounded with like-minded people and eliminating distractions.
Tune in and give it listen to this impactful conversation!
In this episode:
- From an idea in the car to making iwillwallet a success - Melissa's journey
- What mistakes do people make with money and what does Melissa do to fix them?
- From charging $50 a month for coaching to owning herself and charging with confidence
- One thing that helped Melissa uplevel her business
- How does Melissa find the ideal client that she wants to work with?
- Before comparing yourself, check the BTS of the other person's work
- Rest is a necessity and part of business, not a reward for accomplishment
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/financevaro/salescall
-VIP DAY: a DONE FOR YOU 5-hour experience where you sit back and I build out your sales systems for your next launch
-7 Figure Sales System Mastermind: a high impact 1:1 three-month container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Melissa
Instagram: @iwillwallet
Facebook: @The.iwill.Wallet
Twitter: @iwillwallet
Website: www.iwillwallet.com
Connect with Ro
Instagram: @fmcbyro
7-Figure Sales System Program is a three-month mastermind that teaches women of color how a rinse and repeat business through mastering sales, systems, and launching. It's included:
- Monthly workshops
- Private 1x 1:1 60 min calls with Roma per month
- Private Daily 1:1 Slack Channel with Roma
- 3 months of weekly group coaching
Click here to join the waitlist
This week’s episode is a replay of my most recent webinar, “3 Sales Systems You Need For Your 6-Figure Year”, as the podcast audio for you to enjoy!
I met a lot of money coaches, bookkeepers, and accountants who are struggling with inconsistent sales. Despite posting more about their offer and, getting more exposure, they are not hitting their revenue goals.
Its not you, it’s your SALES SYSTEM.
In this episode, I will share with you the exact three sales systems you need to make consistent revenue. These methods have helped my client book 20-30 sales calls a month, and what's interesting is that it's automated, industry-proof, and can be used for any business, rinse and repeat.
In this episode:
- This training isn’t about vanity metrics, but how to grow your business with sales
- 3 Reasons you are not making sales in your financial business (find out which one is stopping you)
- The technique of Proactive Pursuit to make sales on rinse and repeat
- How your low-ticket offers are keeping you broke
- Listen to my client's success stories of consistently hitting 5-6 figures
Resources and Links
-Listen to my client's interview in depth about their business, struggles, and how they now make consistent 5-6 figures. LISTEN HERE
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/financevaro/salescall
-VIP DAY: a DONE FOR YOU 5-hour experience where you sit back and I build out your sales systems for your next launch
-7 Figure Sales System Mastermind: a high impact 1:1 three-month container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Ro
Instagram: @fmcbyro
Feeling lost, unsure of your purpose, or jumping from one train to another without finding your way? It's like being in a dense fog, not sure which way to turn and unable to see what lies ahead.
In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts, I'm talking to Deanna Brooks, a CPA with more than seven years of experience.
She speaks on her journey with depression to starting as an accountant, joining corporate, and then leaving in search of her passion. She is now running a successful CPA business helping women make 7 figures and enjoying her passion as a hairstylist.
In this episode, she shares all the lessons she's learned: the importance of having a system, building a team that helps your business, and shifting in the economy.
We talked about:
- Deanna's journey from working in corporate to starting her own business
- Being a multi-passionate entrepreneur
- How you are bleeding money without proper infrastructure and systems in your business
- Not using a screwdriver to hammer in a nail; you need the right people for the job.
- How to know if being a solopreneur or hiring a team is best for you
- Deanna’s message for WOC communities
Resources and Links:
Want to work with me? Choose your option from below and book a call: CALENDLY.com/financevaro/salescall
-VIP DAY: a DONE FOR YOU 5-hour experience where you sit back and I build out your sales systems for your next launch
-7 Figure Sales System Mastermind: a high impact 1:1 three-month container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.Connect with Deanna
Deanna is a CPA with more than seven years of experience and a licensed cosmetologist in Chicago. She is passionate about helping women gain financial clarity to scale their businesses to 7 figures and beyond.
Instagram: @deannathecpa
Tik Tok: @deannabrookscpa
Website: https://home.deannabrookscpa.com/landing
Connect with Ro
Instagram: @fmcbyro
If you have ever invested in yourself or your business, you might have negative thoughts about possible failure, being cheated, or wasting money. Investing in oneself is a rare skill because everyone talks about investing, but no one actually shows you the proper way to do it.
So in today's episode of "Finance Client Acquisition - Simple Sales Systems for WOC Finance Experts," I am sharing my experience of investing and what I do to make them successful.
A freebie is a great resource, but it is not a substitute for making a financial investment. And when you choose where to make an investment, it's important to look beyond shiny testimonials, Stripe screenshots, and big numbers.
I have shared four things for you to keep in mind to make the most out of your investment. And it's not all about choosing a great coach but the importance of being honest with yourself and the people you hire to help you and being open about your struggles and barriers.
Tune in to this episode to get all the details!
In this episode, you’ll learn:
- The skill of investing in yourself and your business is rarely discussed in the corporate and nine-to-five world.
- Mentorship is good, but it’s not a free thing
- One thing I start with to make sure my investments are successful
- How does your personality play a role in making your ROI
- Being industry-specific in choosing a Coach/Mentor for yourself
- Learn to see beyond shiny testimonials, big numbers and dig deep into a client’s story
- Deciding what type of program is best for you: group, one-to-one, weekly, or monthly?
- Listen to my last takeaway if you are feeling anxious to invest in yourself
-Resources from this episode
➡️Our 7-Figure Sales System Program is officially open for enrollment. This is a Sales System Program where you will learn how to build sales systems for your business that you can repeat and build your 7- figure year
You will have access to 3 months of 1:1 coaching including built-out and:
- Lead Generation Systems
- High Ticket Offer Systems
- Call Note & Sales Content Systems
- 30 days of 1:1 access to my team and me via slack
- Quarterly strategy sessions
APPLY HERE!
PS. Even if you're not sure, still apply! You'll walk away with the next steps of how to move the needle in your business regardless.
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
-Curious to learn more about working 1:1 with Ro? Click HERE.
Connect with Ro
Instagram: @fmcbyro
In this episode of "Finance Client Acquisition - Simple Sales Systems for WOC Finance Experts," I had the pleasure of speaking with Ontwanet Moran, a business and finance coach who is breaking into the finance industry as a woman of color. Ontwanet comes from a background in fashion and real estate and uses her experience as leverage for her current financial business, where she helps fashion and music artists put their money to work.
We discussed how traditional systems keep people broke by not teaching them about finance, and now Ontwanet is on a mission to end financial illiteracy, particularly for women of color. She shared how the system and strategy we have built for her business have helped her gain momentum and scale her business. She has even transferred this knowledge to her team, who have replicated her success.
You can listen to this amazing conversation on your favorite podcasting platform!
If you want to go deep, dive into the sales system that lets you hit your 5- or 6-figure goals. , Attend our free masterclass - Five Steps to a Multi-Five Figure Launch Training as a money coach, bookkeeper, or accountant, at 6 PM EST on 6 March. REGISTER HERE!
In this episode, you’ll learn:
- More on Ontwanet and her background as a serial entrepreneur
- How Ontwanet keeps breaking the silence on financial literacy
- How to leverage your background in your business to stand out and niche down
- The sales system that we put in place so Ontwanet could scale her business
- More on our signature proactive pursuit method
- How Entrepreneurship is personal development
- More on the changing the face of finance and what we need to do for WOC to dominate the industry
Resources from this episode
-Book a call with Ro at: CLICK HERE
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
-Curious to learn more about working 1:1 with Ro? Click HERE.
Connect with ONTWANET
Website: www.ontwanetmoran.com
Instagram: @ontwanet
Facebook: Ontwanet Moran
Linkedin: Ontwanet Moran
Connect with Ro
Instagram: @fmcbyro
Last month I received the best feedback from my listener that she loved my solo episode as it helped her to get her sales energy back. So this week, I am doing a Solo bonus episode for all of you.
Get ready to copy and paste my strategies into your next launch to make it successful.
I speak on launch strategies, keeping the energy consistent, making content that makes them say hell yes, and how having a mentor can help you during the launch.
If you want to go deep, dive into the sales system that lets you hit your 5- or 6-figure goals, Attend our free masterclass - Five Steps to a Multi-Five Figure Launch Training as a money coach, bookkeeper, or accountant, at 6 PM EST on 6 March. REGISTER HERE!
In this episode, you’ll learn:
- The importance of having a solid Launch strategies to sell your offer
- Using the power of storytelling and marketing
- The type of content you can make to skyrocket your launch sales
- A sneak peak behind my Next Free Live training for all of you
Resources from this episode
-Book a call with Ro at: HERE -Do you want sales strategies sent straight to your inbox? Sign up HERE.
-Curious to learn more about working 1:1 with Ro? Click HERE.
Connect with Ro via Instagram: @fmcbyro
In this episode of Finance Client Acquisition, I am talking to Haley Kowalewski, owner of Femme Financial Coaching, who has built a massive following of over 122k on Instagram and TikTok and just recently hit her $30K income month goals. (and she doesn’t stop here).
Haley and I have known each other for almost two years and have seen exponential growth in our businesses. In today’s episode, Haley shares with us how implementing repeatable sales systems and processes helped her build a sustainable business that eventually allowed her to leave her 9-5 job. She also shares her interesting story of building her signature course while getting recovering from Covid, her pricing strategy, and so many other golden nuggets you don’t want to miss.
ATTENTION: Are you looking to make 5-6 figures in your business, tried many strategies, but none seems to be working? Attend our free masterclass - Five Steps to a Multi-Five Figure Launch Training as a money coach, bookkeeper, or accountant at 6 PM EST on 6 March. APPLY HERE!In this episode:
You will learn:
- Get to know Haley and her story of starting Femme Financial Coaching
- From not knowing how to use social media to build a massive following of 122k
- Her repeatable process and system that helped her hit $30K per month
- Transitioning from a 9 to 5 to a full-time business owner
- Launching her signature course with 7K in sales
Connect with Haley
Instagram: @femmefinancialcoaching
TikTok: femme_financial
Website: www.femmefinancialcoaching.com
Connect with Ro
Instagram: @fmcbyro
One of my clients hit $ 30,000 a month before even I hit it. (strange, right?)
In this episode of "Finance Client Acquisition - Simple Sales Systems for WOC Finance Experts," I'm sharing three simple sales systems I have implemented to help my client hit $30,000 a month.
However, for some reason, I could not get the same result for my business. So I took a step back, looked at my business as a whole, and found the missing piece of my sales system. Once I corrected those, it only took two months to hit my $ 30,000-a-month goal.
If you aren't hitting your revenue goals or making your desired sales, this episode will help you discover what's missing from your sales system and what can be done to fix it.
And If you don't want to build all these by yourself, I want to introduce you DFY SALES SYETM VIP DAY: a 5 Hour VIP experience where I will personally build 3 Sales Systems for you, so you can make 5 figures in just next 30 days.
Apply here and receive access to our Sales Call Bundle Training Bonus, where I will teach you everything you need to know to fill up the gaps in your business that are bleeding leads and money.
In this episode, you’ll learn:
- Three sales systems that help my client hit $30,000/month
- Finding the missing piece of my sales system
- Here's my story about hitting $30,000/ month
- Why you need sales content on your feed
- How to make your target client feel understood through your content
Resources from this episode
-Book a call with Ro at: CLICK HERE
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
-Curious to learn more about working 1:1 with Ro? Click HERE.
Connect with Ro
Instagram: @fmcbyro
In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts –I am talking to Afia, a successful financial coach, owner of heritage harbor-a natural skincare brand, and mom of 3 boys living in Dallas with her husband.
Afia has achieved success in both the financial industry and e-commerce through her impressive sales techniques and ability to engage with customers through direct messages, despite not having a large following or posting content daily. She shared all of this in this episode.
We have talked about making mindset shifts, starting a conversation in DM, being authentic and unapologetic and leading a conversation toward your end goals ( making sales and money).
Listen to the episode to get all the deets!
In this episode, you’ll learn:
- Afia's life journey from being a successful finance coach to breaking into an e-commerce
- Mindset shift needs to make sales without a large following and put hours into content
- Starting an authentic conversation in DM by being unapologetic you
- Using a script to sail the conversation yourself toward end goals (and how to handle negative ones)
- Using corporate jargon to talk casually-how can it influence the sales system?
Resources from this episode-Book a call with Ro at: calendly.com/financevaro/15min
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
-Curious to learn more about working 1:1 with Ro? Click HERE.
Connect with Afia:
Instagram: @heyafia
Skincare Business:
Instagram:@_heritageharbor
Tik Tok: @heritageharbor
Connect with Ro
Instagram: @fmcbyro
In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts – we’re talking about creating content that signs clients using a very simple system.
A lot of the clients that come to me are burned out with content, and that's mostly the reason they sign up for my sales system. So, in this episode, I want to share my approach to content strategy and content creation.
I see it again and again. I see money coaches, accountants, and bookkeepers trying to create content but it's a complete shot in the dark (which leads to frustration and lack of results). It doesn’t have to be that way, and it doesn’t have to be complex either. Let me show you how simple yet effective it can be.
In this episode:
- What I teach my clients about lead generation and content creation
- How you can turn your sales calls into content that sells
- What you need to do as a money expert before creating content
- How you can use your DMs to create content and sign clients with ease
Resources and Links
Book a call with Ro at: calendly.com/financevaro/15min Do you want sales strategies sent straight to your inbox? Sign up HERE*.
Curious to learn more about working 1:1 with Ro? Click HERE.Connect with Ro
Instagram: @fmcbyro*
“Working with other people that know how to get you to the exponential growth will help you achieve that in your business. I've seen so much growth that I don't think that I would have achieved, honestly, without working with the people that I have worked with.”In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts – I’m talking to Azja Stanton, an accountant, CFO, and the CEO of Stanton Financial Co. about her entrepreneurship journey, the challenges she’s faced along the way, and how she’s been able to grow exponentially by investing in herself and in her business.
In this episode:
- Go from constantly changing your offers to solidifying your packages
- How Azja found a gap in the market and her niche of influencers
- Scale by proactively generating leads instead of relying on referrals
- Azja’s entrepreneurial journey in the financial industry
- Building a sustainable business that grows beyond tax season
- The power of investing in yourself and in people to work with you and teach you
Resources and Links
Book a call with Ro at: calendly.com/financevaro/15min Do you want sales strategies sent straight to your inbox? Sign up HERE*.
Curious to learn more about working 1:1 with Ro? Click HERE.Connect with Azja*
Instagram: @_sfco_
TikTok: @_sfco_
Website: stantonfinancialco.com
Connect with Ro
Instagram: @fmcbyro
“When [you] really tap into your authentic identity, who you are, what your history is, that's when you are easily able to identify your niche and not have to second guess yourself.”In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts – we’re talking about the importance of tapping into your authentic identity to create connection for bookkeepers, accountants, and money coaches to achieve 5-figure months and 6 figure years- how to pick a niche that’s authentic and will bring you the results you seek.
In this episode:
- An example of an inauthentic niche
- The reason behind a lot of the barriers to niching down
- Book out by becoming the only option in your niche
- Why clients always choose the specialist, not the generalist
- What to keep in mind when picking a niche
- My own story of how I picked a niche
Resources and LinksBook a call with Ro at: calendly.com/financevaro/15min
Do you want sales strategies sent straight to your inbox? Sign up HERE.
Curious to learn more about working 1:1 with Ro? Click HERE. Connect with RoInstagram: @fmcbyro
“In the wellness and spiritual space, you hear people talk about yielding in abundance, and flow [...] Systems are that. You just set it up, and then you just let it flow.”
In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts – our guest expert is Nike, an M.Ed Spiritual DEI Consultant who help entrepreneurs and healers create safer healing containers for BIPOC.
We’re talking about how automation and simple sales systems have allowed her to step out of overwhelm and into a sustainable and profitable business.
In this episode:
- How automation and systems completely changed Nike’s businesses
- What tasks you can (and should) be automating
- Implementing systems at the early stages of a business to prevent hustle and burnout
- Working less and creating space for what you love to do
- How to automate your lead generation and build relationships
Resources and Links
Curious if your brand and business is safe for BIPOC? Take Nike’s Quiz.
Book a call with Ro at: calendly.com/financevaro/15min
Do you want sales strategies sent straight to your inbox? Sign up HERE.
Curious to learn more about working 1:1 with Ro? Click HERE.
Connect with Nike
Instagram: @nikeaurea
TikTok: @nikeaurea
Website: nikeaurea.com
Connect with Ro
Instagram: @fmcbyro
Welcome to Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts.
In this first episode, I’m talking to money expert and past client, Acquania Escarne. She’s the creator and founder of The Purpose of Money, a platform that teaches women how to build generational wealth $1 at a time.
Acquania is a financial coach, hotel owner, podcast host, and life insurance producer. She is committed to helping people find financial freedom and build wealth.
In this episode:
- Generational wealth: what Acquania does and who she works with
- Being a woman of color and educator in the finance industry
- Finetuning your offer and messaging as a WOC money expert
- Scaling and building a team to support you and your vision
- Being on the right social platforms to sell your offers
- Acquania’s advice for other WOC finance experts that are getting started
Resources and LinksBook a free consultation with Acquania HERE
Book a free consultation with Ro at: calendly.com/financevaro/15min
Do you want sales strategies sent straight to your inbox? Sign up HERE
Curious to learn more about working 1:1 with Ro? Click HERE
Connect with Acquania
Instagram: @thepurposeofmoney
Website: thepurposeofmoney.com
Connect with Ro
Instagram: @fmcbyro
“Start taking this [your finance business] as a sales job because if you're not creating sales in your business, what are you doing?”
In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts – we’re talking about why financial experts are still struggling to hit 10K months, the reasons behind that reality, and what you can do right now to start changing it and achieve your money goals.
In this episode:
- An overview of a client’s 5-figure launch and the one strategy we used to get those results
- The number one reason financial experts don’t hit 10K months
- The unsustainable habits of financial experts that lead to burnout
- The importance of representation in the finance industry
- 3 action steps to start making sales today as a financial expert
Resources and LinksBook a call with Ro at: calendly.com/financevaro/15min
Do you want sales strategies sent straight to your inbox? Sign up HERE.
Curious to learn more about working 1:1 with Ro? Click HERE.
Connect with Ro
Instagram: @fmcbyro
The Finance Client Acquisition Podcast helps WOC money coaches, bookkeepers, and accountants book out and hit 5-figure months, 6-figure months, and build 7-figure empires by mastering lead gen and sales calls to create repeatable (and simple) sales systems.
I’m your host, Ro Shah. I was tired of seeing “finance bros” representing the financial industry with their outdated takes, and know it needs to change. That’s why my mission is to show you simple strategies you can use as a WOC finance expert to expand your reach, change the status quo, and make real MONEY.
My mission is to have more Women of Color as financial industry leaders. Period.
Resources and Links
Book a free consultation with Ro at: calendly.com/financevaro/15min
Do you want sales strategies sent straight to your inbox? Sign up HERE.
Curious to learn more about working 1:1 with Ro? Click HERE.
Connect with Ro
Instagram: @fmcbyro