In today's can't-miss episode, we've got an exceptional conversation lined up with our esteemed guest, Ro Shah. Today, we're unlocking the secrets of sales as a wealth-building tool and why mastering it is non-negotiable for your business's growth.

 

Ro, known for her expertise in coaching women in the financial industry, will share her insights into how overcoming the fear of selling and choosing mentorship are key to professional development and success. We'll delve into the deep end of why reliance on referrals might not be the silver bullet for your business and how honing marketing skills can significantly boost your independent lead generation efforts.

 

As Ro unfolds her knowledge, we'll draw from examples of triumphant women in finance who've stamped their presence on platforms like Instagram. She'll also give us the skinny on how knowing your ideal client and choosing the right social media platform can make all the difference.

 

Personal anecdotes from both Ro's journey as a sales coach and my own experiences as a CPA and business owner will give you that insider's look into the challenging yet rewarding world of sales. Plus, we'll also touch on the psychological barriers faced by many women in finance, shedding light on the value of one's services and the power of charging what you're truly worth.

 

By the end of our episode, not only will you be inspired to reframe your approach to sales, but you'll also be equipped with practical strategies to forge longer-lasting client relationships and elevate your entrepreneurial venture.

 

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:

04:16 Financially savvy women lack crucial sales skill.

09:34 Women in finance facing undervaluation seek support.

10:31 Seeing someone like you makes it tangible.

16:45 Key focus: 95% lead generation, 5% social media.

20:25 Works with entrepreneurs starting or scaling businesses.

23:22 Fear of selling; reading books on business.

27:10 Leverage referrals, find aligned clients, build trust.

 

If you like this episode, check out:

How to Introduce Your Kids to Money

How to Pour Money Into Your Business

The Four Elements of a Strong Financial Plan with Travis Gatzemeier

 

Want to learn more so you can earn more?

5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh

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.