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 Method
• How to avoid common business problems
• Why simplifying your business pays off

Resources 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 Ro

Instagram: @theroshah

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 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

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 Danielle
• How community building has affected her business
• Ways to foster one-on-one relationships with clients

Resources 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 Danielle

Instagram: @thefrugalfinancemom
Facebook: facebook.com/tayloredfinancials

Connect with Ro

Instagram: @theroshah

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 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

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 leads
• Which leads you should focus on at your stage of business
• Specific strategies you should use for lead generation

Resources 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 Ro

Instagram: @theroshah

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 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

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 entrepreneur
• The way Cleo thinks about investing for maximum results
• Cleo’s business advice for other women in the financial industry

Resources 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 Cleo

Website: womenaboutfinance.com
Instagram: @womenaboutfinance
Facebook: facebook.com/womenaboutfinance
LinkedIn: linkedin.com/in/cleo-matlou/

Connect with Ro

Instagram: @theroshah

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 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

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 different
• Why 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 industry

Resources 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 Ro

Instagram: @theroshah

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 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

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 connections
• Why speaking engagements have been a game changer for her business

Resources 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 LaTondra

Instagram: @latondra.dena

Connect with Ro

Instagram: @theroshah

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 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

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 shame
• The benefit of asking open ended questions and being vulnerable
• How to make prospective clients feel understood and safe with you

Resources 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 Ro

Instagram: @theroshah

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 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

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 business
• The ease that automations and systems have provided her

Resources 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 Patricia

Scheduling Page: https://calendly.com/realtorhenderson

Instagram: @patriciahendersonfinance

Connect with Ro

Instagram: @theroshah

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 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

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 number
• How to give yourself time to learn to communicate with clients in a healthy way
• The platforms I suggest using for client communication

Resources 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 Ro

Instagram: @theroshah

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 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

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 mindset
• Why putting boundaries in place is beneficial for clients
• Encouragement to invest in yourself for faster results

Resources 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 Jessie

Website: www.entrustbks.com

Email:  [email protected]

Instagram: @entrustbks

Connect with Ro

Instagram: @fmcbyro

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 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