Claim OwnershipFinance Client Acquisition - Simple Sales Systems for WOC Money Experts
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The Finance Client Acquisition Podcast helps women of color 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 I was tired of seeing “finance bros” representing the financial industry with their outdated takes, and knew it needed to change.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.
44 Episodes
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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 onHow to use data and your gut to make decisionsWhy compassion and self love are important f...
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 experienceWhat led me to leave my corporate job and start my own businessThe specific ways I h...
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 memberHow to decid...
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 successHow knowing your ide...
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...
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 menuItems you need to have on your sales menuHow a sales menu helps you avoid getting bogged down with repetitive tasksResources and Links-Want to work with me? Choose your option from below and book a call: CALENDLY.com/theroshah/salesc...
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 sacrificeHow she sold her group program before she built itWhy time is the most valuable thing you have and how to ma...
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 MethodHow to avoid common business problemsWhy simplifying your business pays offResources 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...
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 DanielleHow community building has affected her businessWays to foster one-on-one relationships with clientsResources and Links-Want to work with me? Choose your option from below and book a call: C...
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 leadsWhich leads you should focus on at your stage of businessSpecific strategies you should use for lead generationResources and Links-Want to work with me? Choo...
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 entrepreneurThe way Cleo thinks about investing for maximum resultsCleo’s business advice for other women in the financial industryResources and Links-Want to work with me? Choose your op...
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 differentWhy pumping out content doesn’t work for financial experts (and what t...
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 connectionsWhy speaking engagements have been a game changer for her businessResources and Links-Want to work with me? Cho...
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 shameThe benefit of asking open ended questions and being vulnerableHow to make prospective clients feel understood and safe with youResources and Links-Want to work with me? Choose your...
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 businessThe ease that automations and systems have provided...
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 numberHow to give yourself time to learn to communicate with clients in a healthy wayThe platforms I suggest using for client communicationResources and Links-Want to work with me? Choos...
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 mindsetWhy putting boundaries in place is beneficial for clientsEncouragement to invest in yourself for faster...
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 generationHow lead generation will outperform every other strategyWays you are leaving money on the table...
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 actionHow she creates her content for her ideal audienceHow she does lead generation now in a way that w...
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 backHow to ease into your desired policies and dream schedule...
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