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01 Nov 2022
Introducing: Finance Client Acquisition – Simple Sales Systems for WOC Money Experts
00:02:18
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 I was tired of seeing “finance bros” representing the financial industry with their outdated takes, and know it needs to change.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.
1. Niching Down to Book Out Your Finance Business with Acquania from The Purpose of Money
00:28:57
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
2. Three Simple Steps to Hit 10K Months for Financial Experts
00:10:20
“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
3. Automation & Sales Systems that Build Sustainable Online Businesses with Nike Aurea
00:25:48
“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.
4. Tapping Into Your Identity for Your 6 Figure Year
00:07:14
“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
5. Investing in Yourself and Your Business for Exponential Growth with Azja Stanton
00:29:36
“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
6. My Secret to Creating Content that Signs Clients
00:05:16
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
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,
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 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!
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.
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’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.
9. 7K Launches, Repeatable Sales System And Keeping It Moving with Haley Kowalewski
00:18:33
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
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.
11. Generating Leads and creating sales with Ontwanet Moran
00:21:22
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.
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:
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
-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.
14. 3 Sales Systems You Need For Your 6-Figure Year
00:41:18
This week’s episode is a replay of my most recent webinar, “3 Sales Systems You Need For Your 6-Figure Year”, asthe 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
15. Feeling more credible to make more sales with Melissa
00:22:58
“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
16. Sneak Peak of Our 7-Figure Sales System Training
00:32:19
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
18. CEO Scaling Schedule (Your Schedule is a Sales System)
00:08:32
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!
17. Community, Sales Sustainability And Humanity With Qiara Johnson
00:32:42
“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/theroshah/salescall
-Lead Gen Lab: 6 month group coaching with access WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Welcome to the "Finance Client Acquisition - Simple Sales Systems for WOC Finance Experts" podcast. Today, we've got a special guest, Annette 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.
Annette'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, Annette 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, we talked about:
Annette's story of losing everything to booking 150 clients and own a million-dollar business
How to hire people in your team that are looking for you
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
21. Streamlining Systems to Focus on People with Claire Mbugua
00:36:31
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
22. Being Salesy Is Not a Problem, Being Inauthentic Is
00:04:10
“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
23. Deahna's Journey with Mentorship vs DIYing Sales
00:31:33
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
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
25. How Christina created created over 7k in sales
00:41:06
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
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
27. Building a Premium Bookkeeping Business with Jessie Jackson
00:38:11
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
29. Serving Your Audience Vs Being Salesy With Patricia Henderson
00:25:43
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
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
32. You're not an influencer (so stop selling like one)
00:07:53
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
37. Building Out and Launching a Group Program with Brittne Halford
00:33:15
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
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
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
44. Rebrand or Not: When to Invest and How to Do It Right
00:07:47
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
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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.
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47. Building Her 30k Person Community With Money Coach Sadia
00:37:31
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
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48. Building your Sales Team for Your 100k Year (the one hire you need)
00:06:14
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
49. Context Switching: Why it kills your productivity and how to prevent it
00:05:24
Mastering Energy Management for Entrepreneurs
In this episode, I discuss the concept of context switching for entrepreneurs who juggle multiple roles and responsibilities, such as a day job, side hustle, family obligations, and team management. I shift the focus from traditional time management to energy management, emphasizing how switching between tasks can drain one's energy. I outline five key elements—coaching/advisory, sales, W2/side hustles, personal responsibilities, and team interactions—and advise you to evaluate which activities take up the most energy. I also offer strategies for scheduling tasks to minimize exhaustion and enhance productivity.
50 Vulnerability Series Part 1: Waiting for Permission Is Killing Your Sales
00:07:20
Giving Yourself Permission: The First Step to Success
In this episode, Roma, a sales systems coach, emphasizes the importance of giving yourself permission to pursue your dreams, whether it's starting a business, making a big life change, or even something as simple as buying a T-shirt. Roma shares her journey of creating over half a million in sales in less than three years and discusses the common barriers to self-permission, particularly for women of color and daughters of immigrant parents. She identifies three key areas where people often wait for permission—self, family, and friends—and provides actionable advice on overcoming these hurdles by seeking validation from communities aligned with your goals. Roma encourages viewers to build self-trust and surround themselves with supportive networks as the first step in achieving their aspirations. This is the first part of her vulnerability series, with more insights to come.
00:00 Introduction: Dare to Give Yourself Permission 00:13 Meet Roma: Sales Systems Coach 00:27 The Journey to Business Success 00:43 Waiting for Permission: A Common Hurdle 02:08 Seeking Validation from Yourself 03:21 Family Approval: A Double-Edged Sword 04:41 Friends and Peer Pressure 05:18 Finding Your Community 06:18 Conclusion: Start Your Journey Now 06:56 Part One Wrap-Up
51. Vulnerability Series Part 2: Feeling Like a Fraud and Copycat in Business
00:05:43
Overcoming the Fear of Feeling Like a Fraud in Business
In part two of her vulnerability series, Roma, a sales and systems coach, opens up about her experience of feeling like a fraud and a copycat in her entrepreneurial journey. She shares her internal struggles with guilt and shame, stemming from using concepts learned from mentors and integrating them into her own teachings. Roma emphasizes the normalcy of this process and the importance of adding one's unique spin and creativity to existing ideas. With the support of a powerful quote about creativity and familiarity, she aims to alleviate the fear of lacking originality in business. Roma encourages entrepreneurs to focus on how their work differs and innovates rather than being paralyzed by guilt.
00:00 Introduction to the Vulnerability Series 00:29 The Fear of Being a Copycat 01:53 Overcoming Guilt and Embracing Creativity 03:05 The Reality of Innovation in Business 05:10 Final Thoughts and Upcoming Content
52: Vulnerability Series Part 3: Juggling your 9-5 and Business is nothing to be ashamed of
00:06:09
#quitting #startingabusiness #whentosell
Balancing a Successful Business and a 9-to-5 Job | Vulnerability Share Series Part 3
In Part 3 of my vulnerability share series, I discuss the challenges and mindset shifts required to successfully manage both a thriving business and a full-time job. I share my personal experience of earning over $150,000 in my first year while still working my nine to five, debunking the myth that you have to quit your day job to succeed as an entrepreneur. I also talk about the importance of financial security and planning before making the leap, and emphasize that there's no one-size-fits-all approach to deciding when to quit your job. Join me as I normalize the reality of juggling both and share practical tips for finding your own path.
00:00 Introduction to the Vulnerability Series 00:25 Challenging the Entrepreneurial Myth 00:51 Balancing a Business and a 9-to-5 Job 01:33 Financial Security Before Quitting 02:12 Personal Experiences and Advice 03:59 Final Thoughts and Encouragement 05:28 Conclusion and Next Steps
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