Finance Client Acquisition - Simple Sales Systems for WOC Money Experts  Por  arte de portada

Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

De: Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts
  • Resumen

  • 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 I was tired of seeing “finance bros” representing the financial industry with their outdated takes, and knew it needed to change.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.

    © 2024 Finance Client Acquisition - Simple Sales Systems for WOC Money Experts
    Más Menos
activate_primeday_promo_in_buybox_DT
Episodios
  • 47. Building Her 30k Person Community With Money Coach Sadia
    Jul 17 2024

    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.

    Más Menos
    38 m
  • 46. Preventing Success Amnesia To Make More Sales
    Jul 4 2024

    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.

    Más Menos
    5 m
  • 45. Building Community and 100k+ Businesses with Money Coach, Rita Soledad Fernandez Paulino
    Jun 19 2024

    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.

    Más Menos
    27 m

Lo que los oyentes dicen sobre Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.