This episode features a powerful replay conversation from 2024 with Ro Shah, a sales coach for women in finance. Ro shares her expertise on why sales is a key wealth-building tool, addressing common challenges like imposter syndrome, undervaluation, and over-reliance on referrals. 

 

Listeners will learn about proactive client engagement, the significance of mentorship, and effective lead generation strategies. Ro's journey from a quarter-life crisis at 23 to becoming a renowned sales mentor offers valuable insights for finance professionals and beyond. Tune in for actionable advice on recognizing your worth and securing long-term business success. Don’t forget to share your takeaways, leave a rating and review, and check the show notes for additional resources.  Ro helped over 100 Money Coaches, Bookkeepers, and Accountants make their first sale and 

grow their businesses by learning Sales strategies to book out. As an agency owner who has 

managed teams of 10+ I understands the value of growing fast and keeping your sanity at the 

same time. Host of the industry leading podcast for WOC in finance to empower them to create 

5 figure months in their business 

 

Instagram: instagram.com/theroshah 

YouTube: https://youtube.com/@financeclientacquisition725 

Website: theroshah.com 

LinkedIn: linkedin.com/shahroma 

 

What you’ll hear in this episode: 

04:39 Women in finance lack essential sales skills. 

07:30 Focus on long-term value, not immediate results. 

09:57 Women in finance undercharge; collaboration encourages value. 

14:34 Entrepreneurs face unmet expectations, burnout from startups. 

17:08 Focus on authentic lead generation and niche connection. 

21:16 Clients: Beginners, expansion-focused, national exposure seekers. 

26:17 Diversify lead sources; don't solely rely on referrals. 

27:34 Train clients on desired, aligned referrals effectively. 

 If you like this episode, check out: Takeaways from Steps for Success with Junior Achievement 

What's the Best Way to Pour Money Into Your Business? 

Introducing Money to Kids: Where Do You Start?  Want to learn more so you can earn more? Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4  Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.