Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

Millionaire Series: Journey to the Millionaire Status: Sheneya Wilson, aka The People CPAIn this special series Ro interviews Sheneya Wilson, aka The People CPA, about her journey to millionaire status in the business world. Sheneya shares her background and experiences growing up in the Bronx, New York, her passion for financial literacy, and the various business ventures she has launched, including FOLA Financial and FoleyEDU. She discusses the importance of mentorship, overcoming self-doubt, and staying focused on the bigger vision. Sheneya also highlights her work in international financial education, and the challenges and rewards of transitioning from a CPA to a CEO. Her insights provide valuable lessons for aspiring entrepreneurs and business owners.00:00 Introduction to the Millionaire Series00:21 Meet Shanaya Wilson: The People CPA02:12 Shanaya's Journey to Entrepreneurship04:26 Building FOLA Financial11:03 The Role of Mentorship14:55 Transitioning from CPA to CEO19:58 International Impact and Vision24:25 Overcoming Challenges and Staying Positive30:01 Final Thoughts and Where to ConnectInstagram: @thepeoplescpaWebsite: folafinancial.com/connectSupport the showConnect with the host:- Want to work with me? Choose your option from below and book a call: calendly.com/theroshah/salescall- Do you want automations and sales strategies sent straight to your inbox? theroshah.com/email-series- More of a visual learner: sign up for your youtube channel https://youtube.com/@theroshah

Mentorship Series: Achieving Million Dollar Peace with Kirsten Roldan: Mastering Email Marketing and Team SystemsIn the Millionaire Mentor series, Ro introduces her past mentor and coach, Kirsten Roldan. Kirsten discusses her journey from a challenging upbringing to becoming a successful business coach for coaches, service providers, and agency owners. She elaborates on her programs, 'Million Dollar Email' and 'Million Dollar CEO,' which help clients scale their businesses peacefully through email marketing, team systems, and mindset work. The conversation covers Kirsten's personal experiences, the importance of peace in business, actionable strategies for managing burnout, and the essential role of email marketing. Kirsten also provides insights into effective hiring and maintaining team efficiency.00:00 Introduction to the Millionaire Mentor Series01:04 Kirsten Roldan's Background and Journey06:06 The Importance of Peace in Business16:00 Email Marketing: A Game Changer26:01 Team Management and SOPs32:09 Conclusion and How to Connect with KirstenGuest Info:Website: https://kirstenroldan.com/million-dollar-ceoEmail: team@roldancomarketing.comInstagram @kirstenroldanSupport the showConnect with the host:- Want to work with me? Choose your option from below and book a call: calendly.com/theroshah/salescall- Do you want automations and sales strategies sent straight to your inbox? theroshah.com/email-series- More of a visual learner: sign up for your youtube channel https://youtube.com/@theroshah

Mentorship Series: From Social Worker to Multi-Million Dollar CEO with Dielle CharonIn this episode, Roma introduces Dielle as part of her mentor series. Dielle shares her inspiring journey from being a social worker with substantial student loan debt to building a multi-million dollar coaching business. They discuss Dielle's strategic approach, including the concept of 'under-goaling,' the importance of celebration, and building a brand around one's offers. Dielle also touches on overcoming challenges and keeping business strategies simple and focused. The conversation emphasizes the significance of mindset, simplicity, and consistent positive reinforcement in achieving business success.00:00 Introduction to the Mentor Series00:27 Dielle's Journey from Social Worker to Business Coach03:21 The Importance of Planning and Selling for Freedom07:39 Celebration as a Sales Strategy13:14 The Concept of Undergoing17:47 Strategies and Mindset for Business Growth21:38 Conclusion and Final ThoughtsDielle's info: Website: info@diellecharon.comInstagram @diellecharonSupport the showConnect with the host:- Want to work with me? Choose your option from below and book a call: calendly.com/theroshah/salescall- Do you want automations and sales strategies sent straight to your inbox? theroshah.com/email-series- More of a visual learner: sign up for your youtube channel https://youtube.com/@theroshah

#glowingeffect  #glowingup  #glowingup  #rebranding #glowupmoments  Vulnerability in Entrepreneurship: Normalizing the StrugglesIn this final part of my vulnerability series, I open up about the not-so-glamorous reality of building a business. I share my experiences as a sales and systems coach and highlight the common misconception of a 'glow-up' journey. From tough conversations to the behind-the-scenes struggles, I aim to normalize the challenges faced by entrepreneurs. Join me as I discuss the ups and downs, stress, and sacrifices that come with creating a six-figure business. Remember, it's okay if the path isn't picture-perfect.00:00 Introduction to the Vulnerability Series00:38 The Reality of the Glow Up Culture01:20 Behind the Scenes of a Six-Figure Business01:47 Embracing the Roller Coaster Journey02:44 Grace in Imperfection05:05 Conclusion and Final ThoughtsSupport the showConnect 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? theroshah.com/email-series- More of a visual learner: sign up for your youtube channel https://youtube.com/@theroshah

#quitting #startingabusiness #whentosell Balancing a Successful Business and a 9-to-5 Job | Vulnerability Share Series Part 3In 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 Series00:25 Challenging the Entrepreneurial Myth00:51 Balancing a Business and a 9-to-5 Job01:33 Financial Security Before Quitting02:12 Personal Experiences and Advice03:59 Final Thoughts and Encouragement05:28 Conclusion and Next StepsSupport the showConnect 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? theroshah.com/email-series- More of a visual learner: sign up for your youtube channel https://youtube.com/@theroshah

Overcoming the Fear of Feeling Like a Fraud in BusinessIn 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 Series00:29 The Fear of Being a Copycat01:53 Overcoming Guilt and Embracing Creativity03:05 The Reality of Innovation in Business05:10 Final Thoughts and Upcoming ContentSupport the showConnect 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? theroshah.com/email-series- More of a visual learner: sign up for your youtube channel https://youtube.com/@theroshah

Giving Yourself Permission: The First Step to SuccessIn 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 Permission00:13 Meet Roma: Sales Systems Coach00:27 The Journey to Business Success00:43 Waiting for Permission: A Common Hurdle02:08 Seeking Validation from Yourself03:21 Family Approval: A Double-Edged Sword04:41 Friends and Peer Pressure05:18 Finding Your Community06:18 Conclusion: Start Your Journey Now06:56 Part One Wrap-UpSupport the showConnect 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? theroshah.com/email-series- More of a visual learner: sign up for your youtube channel https://youtube.com/@theroshah

Mastering Energy Management for EntrepreneursIn 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.Support the Show.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? theroshah.com/email-series- More of a visual learner: sign up for your youtube channel https://youtube.com/@theroshah

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 Figures00:21 The First Essential Hire: A Mentor or Coach02:11 Scaling Up: Hiring a Lead Generator03:21 Financial Management: Hiring a CPA and Bookkeeper05:44 Conclusion: Summary of Key HiresConnect 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 hereSupport the Show.

Sadia: Empowering Financial JourneysIn 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 Sadia00:12 Sadia's Background and Career Journey00:26 Facing Industry Challenges02:41 Dealing with Hierarchy and Class Differences06:50 Transition to Entrepreneurship06:50 Building a Personal Brand12:33 Overcoming the Fear of Social Media21:30 Empowering Women Through Financial Literacy18:03 The Importance of Financial Foundations26:41 Sadia's Why and Industry Beliefs32:19 Conclusion and Final ThoughtsSadia's Info:Instagram: @wealth.with.sadiawww.linkedin.com/in/sadia-financial-literacyConnect 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 hereSupport 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 monthsExplore 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 hereSupport the Show.

In this episode with Soledad from @wealthparatodos, we go overIntroduction to the Money Coaching Virality SeriesMeet Soledad: Founder of Wealth Para TodosSoledad's Financial AwakeningThe Journey to Financial LiteracyBuilding Wealth Para TodosOvercoming Challenges and Building CommunityTurning Passion into a BusinessDeveloping Unique Financial ConceptsThe Importance of Diverse Self Care Conclusion and How to Connect with SoledadWhere to find Soledad:Instagram: @wealthparatodos LinkedIN: www.linkedin.com/in/wealthparatodos Website: https://www.wealthparatodos.com Freebie: https://wealthparatodos.com/freebiesmini course: https://courses.wealthparatodos.com/diverse-self-careConnect 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 JourneySo was a 20, 000 rebrand worth it? In the video, I'm going to Breaking Down the Rebrand CostsThe Biggest Expenses: Website and PhotographyShooting Logistics and Additional CostsThe Impact of Rebranding on BusinessReflections 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 onHow to use data and your gut to make decisionsWhy compassion and self love are important for your businessResources 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 QueenieWebsite: soulvibecapital.comTikTok: @queeniewwalshConnect with RoInstagram: @theroshahSign 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 experienceWhat led me to leave my corporate job and start my own businessThe specific ways I help Women of Color financial experts make salesResources 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 IdaInstagram: @idaazeforPodcast: Visionary Voices PodcastConnect with RoInstagram: @theroshahSign 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 memberHow to decide which software is the best for your systemsResources 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 AshleyWebsite: systemsoverstress.coYouTube: Systems Over StressConnect with RoInstagram: @theroshahSign 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 successHow knowing your ideal client and choosing the right social media platform can make all the differencePractical strategies and mindset shifts you can make to elevate your entrepreneurial ventureResources 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 ShannonInstagram: @shannonkweinsteinPodcast: www.keepwhatyouearn.comConnect with RoInstagram: @theroshahSign 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 offeredThe value of documenting your journey and celebrating along the wayAdvice for others about dealing with imposter syndromeResources 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 MirandaInstagram: @miranda.basdenWebsite: www.basdenaccounting.comConnect with RoInstagram: @theroshahSign 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 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/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 RoInstagram: @theroshahSign 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 sacrificeHow she sold her group program before she built itWhy time is the most valuable thing you have and how to make the most of itResources 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 BrittneInstagram: @brittnehalfordWebsite: morejoymorewealth.comConnect with RoInstagram: @theroshahSign 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 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: 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 RoInstagram: @theroshahSign 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 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: 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 DanielleInstagram: @thefrugalfinancemomFacebook: facebook.com/tayloredfinancialsConnect with RoInstagram: @theroshahSign 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 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? 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 RoInstagram: @theroshahSign 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 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 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 CleoWebsite: womenaboutfinance.comInstagram: @womenaboutfinanceFacebook: facebook.com/womenaboutfinanceLinkedIn: linkedin.com/in/cleo-matlou/Connect with RoInstagram: @theroshahSign 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 differentWhy 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 industryResources 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 RoInstagram: @theroshahSign 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 connectionsWhy speaking engagements have been a game changer for her businessResources 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 LaTondraInstagram: @latondra.denaConnect with RoInstagram: @theroshahSign 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 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 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 RoInstagram: @theroshahSign 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 businessThe ease that automations and systems have provided herResources 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 PatriciaScheduling Page: https://calendly.com/realtorhendersonInstagram: @patriciahendersonfinanceConnect with RoInstagram: @theroshahSign 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 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? 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 RoInstagram: @fmcbyroSign 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 mindsetWhy putting boundaries in place is beneficial for clientsEncouragement to invest in yourself for faster resultsResources 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 JessieWebsite: www.entrustbks.com Email:  jessie@entrustbks.com Instagram: @entrustbksConnect with RoInstagram: @fmcbyroSign 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 generationHow lead generation will outperform every other strategyWays you are leaving money on the tableResources 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 RoInstagram: @theroshahSign 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 actionHow she creates her content for her ideal audienceHow she does lead generation now in a way that works best for herResources 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 ChristinaInstagram: @lifestyleparagonConnect with RoInstagram: @fmcbyroSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

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 scheduleHow taking control of your schedule will bring you more clientsResources 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 RoInstagram: @fmcbyroSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

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 MastermindThe peace of mind and support that the mastermind providedAdvice Deahna has for others as they build their businessesResources 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 DeahnaSocial Media: @budgetsbyjoiConnect with RoInstagram: @theroshahSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

“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 hearWhy being inauthentic is what makes you feel salesyHow to lean into your strengths to be authenticResources 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 RoInstagram: @fmcbyroSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

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 businessThe benefits of streamlining systems and using automationsResources 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 ClaireInstagram: @claire.mbuguaConnect with RoInstagram: @fmcbyroSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

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 sellingHow under-selling affects long-term goalsWays to avoid resentment and burnoutResources 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 RoInstagram: @fmcbyroSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

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 businessHow to hire people in your team that are looking for youHow to have recurring revenue beyond tax seasonSales are the fuel to run your businessRunning a business without getting the B WordYou are worthy of having Million Dollar businessResources 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 AnnetteInstagram: @_successwithannetteWebsite: www.thetaxexperience.comConnect with RoInstagram: @fmcbyroSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

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" mentalityThe 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 RoInstagram: @fmcbyroSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

“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 whyHow ignoring your metrics costs you thousands of dollarCultivating a Human-First approach in businessDefining the “Core Value” that attracts the right team memberBuilding a clientele that you absolutely love working withChoosing 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.Connect with QiaraInstagram: @cosmo_conciergeFreebie: Download the “Stay Ready Business Checklist' to establish a foundation for your businessConnect with RoInstagram: @theroshahSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

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 sellingDo people still watch and buy from webinars or masterclasses?How can you build, repurpose, and reuse your launch assets?Mistakes that make your launches flopHow 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 clientsResources 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: @fmcbyroSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

“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 journeyWhat 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 businessHow does Melissa find the ideal client that she wants to work with?Before comparing yourself, check the BTS of the other person's workRest is a necessity and part of business, not a reward for accomplishmentResources 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 MelissaInstagram: @iwillwalletFacebook: @The.iwill.WalletTwitter: @iwillwalletWebsite: www.iwillwallet.comConnect with RoInstagram: @theroshahSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

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 sales3 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 repeatHow your low-ticket offers are keeping you broke Listen to my client's success stories of consistently hitting 5-6 figuresResources 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 RoInstagram: @fmcbyroSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

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 businessBeing a multi-passionate entrepreneurHow you are bleeding money without proper infrastructure and systems in your businessNot 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 youDeanna's message for WOC communitiesResources 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: @deannathecpaTik Tok: @deannabrookscpaWebsite: https://home.deannabrookscpa.com/landingConnect with RoInstagram: @fmcbyroSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

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 thingOne thing I start with to make sure my investments are successfulHow does your personality play a role in making your ROI Being industry-specific in choosing a Coach/Mentor for yourselfLearn to see beyond shiny testimonials, big numbers and dig deep into a client's storyDeciding 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 SystemsHigh Ticket Offer SystemsCall Note & Sales Content Systems30 days of 1:1 access to my team and me via slackQuarterly strategy sessionsAPPLY 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 RoInstagram: @fmcbyroSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

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 literacyHow to leverage your background in your business to stand out and niche downThe sales system that we put in place so Ontwanet could scale her businessMore on our signature proactive pursuit methodHow Entrepreneurship is personal development More on the changing the face of finance and what we need to do for WOC to dominate the industryResources 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 ONTWANETWebsite: www.ontwanetmoran.comInstagram: @ontwanetFacebook: Ontwanet MoranLinkedin: Ontwanet MoranConnect with RoInstagram: @fmcbyroSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

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 offerUsing the power of storytelling and marketingThe type of content you can make to skyrocket your launch salesA sneak peak behind my Next Free Live training for all of youResources 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: @fmcbyroSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

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 CoachingFrom not knowing how to use social media to build a massive following of 122kHer repeatable process and system that helped her hit $30K per monthTransitioning from a 9 to 5 to a full-time business owner Launching her signature course with 7K in salesConnect with HaleyInstagram: @femmefinancialcoachingTikTok: femme_financialWebsite: www.femmefinancialcoaching.comConnect with RoInstagram: @theroshahSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

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/monthFinding the missing piece of my sales systemHere's my story about hitting $30,000/ monthWhy you need sales content on your feedHow to make your target client feel understood through your contentResources 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 RoInstagram: @fmcbyroSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

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!Connect with Afia:Instagram: @heyafia  Skincare Business:Instagram:@_heritageharborTik Tok: @heritageharbor Connect with RoInstagram: @fmcbyro Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show

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 creationHow you can turn your sales calls into content that sellsWhat you need to do as a money expert before creating contentHow you can use your DMs to create content and sign clients with easeResources and LinksBook a call with Ro at: calendly.com/financevaro/15minDo 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: @fmcbyroSign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.Support the show