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 generation
• How lead generation will outperform every other strategy
• Ways you are leaving money on the table

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 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 action
• How she creates her content for her ideal audience
• How she does lead generation now in a way that works best for her

Resources 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 Christina

Instagram: @lifestyleparagon

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

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 back
• How to ease into your desired policies and dream schedule
• How taking control of your schedule will bring you more clients

Resources 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 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

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 Mastermind
• The peace of mind and support that the mastermind provided
• Advice Deahna has for others as they build their businesses

Resources 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 Deahna

Social Media: @budgetsbyjoi

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 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 hear
• Why being inauthentic is what makes you feel salesy
• How to lean into your strengths to be authentic

Resources 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 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

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 business
• The benefits of streamlining systems and using automations

Resources 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 Claire

Instagram: @claire.mbugua

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

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 selling
• How under-selling affects long-term goals
• Ways to avoid resentment and burnout

Resources 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 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

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 business
• How to hire people in your team that are looking for you
• How to have recurring revenue beyond tax season
• Sales are the fuel to run your business
• Running a business without getting the B Word
• You are worthy of having Million Dollar business

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 Annette

Instagram: @_successwithannette

Website: www.thetaxexperience.com

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

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" mentality
• The 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 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

“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 why
• How ignoring your metrics costs you thousands of dollar
• Cultivating a Human-First approach in business
• Defining the “Core Value” that attracts the right team member
• Building a clientele that you absolutely love working with
• Choosing 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 Qiara

Instagram: @cosmo_concierge

Freebie: Download the “Stay Ready Business Checklist’ to establish a foundation for your business

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