Podcast Profits Unleashed | Guesting, Authority & Client Acquisition

Financial Infrastructure for Scalable Authority

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Special Guest: Monica Roca-Quesada

Welcome to Podcast Profits Unleashed, the show where established coaches learn how to build authority infrastructure using podcast guesting as a predictable client acquisition channel.

If you're generating visibility but not seeing consistent high-ticket conversions, this episode is for you.

This is not about chasing downloads.

It’s not about going viral.
It’s not about creating more content just to stay visible.

It’s about positioning.

Backend systems.
Financial clarity.
And turning authority into revenue.

Today I’m joined by Monica Roca-Quesada, fractional CFO and financial operations strategist, founder of Agile Planners, and creator of the FineOps financial operations framework.

With over 30 years of experience, Monica helps founders gain real-time financial clarity, optimize cash flow, and scale profitably — without needing a full-time CFO.

💡 What You’ll Learn in This Episode

✅ The biggest financial mistake service-based coaches make when revenue increases

✅ Why gross revenue means nothing without understanding cost of service
✅ How to stop operating in feast-or-famine mode
✅ What “financial clarity” actually looks like in a scaling coaching business
✅ The hidden money beliefs that quietly sabotage growth
✅ When winging it financially becomes dangerous
✅ Why more visibility without backend systems creates instability
✅ The power of setting a “money date” in your calendar

🔥 Key Takeaways
  • Authority growth increases backend pressure. More visibility = more financial complexity.
  • Revenue is not profit. You must understand cost of service, overhead, and conversion metrics.
  • Conversion is not just a marketing metric — it’s a revenue metric.
  • Scaling without financial infrastructure creates stress instead of leverage.
  • Fear and old money stories are often the real reason founders avoid their numbers.
  • There is such a thing as growing too fast — if you’re not financially prepared.
    • 🧭 Ready to Strengthen Your Financial Infrastructure?

    Monica recommends starting with understanding the revenue, profitability, and cash flow drivers inside your business.

    👉 Explore the financial drivers resource and book a RightFit Call at:

    🌐 https://agileplanners.com

    Sometimes clarity starts with one honest conversation.

    🎯 Authority Infrastructure Intensive

    If you’re already visible but not converting predictably, there’s likely a backend architecture gap.

    Apply for an Authority Infrastructure Audit and we’ll diagnose where your visibility is leaking revenue.

    👉 https://podcastprofitsunleashed.com/authority-infrastructure 

    This is not a sales call.

    If there’s no gap, we leave it there.

     

    📊 One Financial Action to Take Today

    Set a “money date.”

    Block time on your calendar.

    Review your revenue.
    Review your cost of service.
    Review your overhead.

    Don’t avoid it.

    Face it.

    What gets measured gets managed.

    📣 Connect with Monica Roca-Quesada

    🌐 Website: https://agileplanners.com📞 Book a RightFit Call directly from the homepage

    📊 Specialty: Financial clarity, cash flow optimization, scaling infrastructure for service-based businesses

    🎧 Listen, Subscribe & Review

    If this episode gave you clarity, share it with another coach who’s scaling.

    Your authority deserves infrastructure.

    👋 Final Thoughts from Karen

    Before you chase more visibility, ask yourself:

    If 10 premium clients signed next month —

    Would your systems support it?
    Or would it create chaos?

    Authority positioning is only half the equation.

    Financial infrastructure is the other half.

    See you next week.

    — Karen Roberts

     

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    Podcast Profits Unleashed | Guesting, Authority & Client AcquisitionBy Karen Roberts | Podcast Guesting Strategist
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