Finance Client Acquisition - Simple Sales Systems for WOC Money Experts
By Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts
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Episodes: 43
Description
The Finance Client Acquisition Podcast helps women of color money coaches, bookkeepers, and accountants book out and hit 5-figure months, 6-figure months, and build 7-figure empires by mastering lead gen and sales calls to create repeatable (and simple) sales systems.I’m your host, Ro Shah. I was tired of seeing “finance bros” representing the financial industry with their outdated takes, and knew it needed to change. That’s why my mission is to show you simple strategies you can use as a WOC finance expert to expand your reach, change the status quo, and make real MONEY. My mission is to have more Women of Color as financial industry leaders.
| Episode | Date |
|---|---|
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42. Empowering Women of Color Financial Experts
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May 08, 2024 |
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41. Automations for Financial Experts with Ashley Pendergraft
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Apr 24, 2024 |
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40. Why Sales is a Wealth-Building Tool
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Apr 10, 2024 |
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39. Fall in Love with the Journey with Miranda Basden
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Mar 27, 2024 |
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38. How to Create a Sales Menu
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Mar 13, 2024 |
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37. Building Out and Launching a Group Program with Brittne Halford
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Feb 28, 2024 |
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36. Making $17K in 6 Weeks
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Feb 14, 2024 |
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35. Creating One-on-One Client Connections with Danielle Taylor
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Jan 31, 2024 |
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34. Two Crucial Methods of Lead Generation
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Jan 17, 2024 |
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33. Cultivating an Entrepreneurial Mindset with Cleo Matlou
|
Jan 03, 2024 |
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32. Why Influencer Strategies Don’t Work For You
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Dec 20, 2023 |
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31. Financial Expertise for Creatives with LaTondra Williams
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Dec 06, 2023 |
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30. Global Majority vs Wall Street Culture
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Nov 22, 2023 |
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29. Following Your Purpose with Patricia Henderson
|
Nov 08, 2023 |
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28. Avoid this Common Mistake
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Oct 25, 2023 |
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27. Building a Premium Bookkeeping Business with Jessie Jackson
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Oct 11, 2023 |
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26. The Most Valuable Skill: Lead Generation
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Sep 27, 2023 |
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25. Proactive Pursuit with Christina, of Lifestyle Paragon
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Sep 13, 2023 |
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24. Stop Letting Clients Dictate Your Schedule
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Aug 30, 2023 |
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23. Scaling with Support with Deahna Joi
|
Aug 16, 2023 |
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22. Being Salesy Is Not a Problem, Being Inauthentic Is
|
Aug 02, 2023 |
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21. Streamlining Systems to Focus on People with Claire Mbugua
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Jul 19, 2023 |
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20. Investment Setting Sanity
|
Jul 05, 2023 |
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19. 7 Figures in Sales With Annette Campbell
|
Jun 21, 2023 |
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18. CEO Scaling Schedule (Your Schedule is a Sales System)
|
Jun 07, 2023 |
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17. Community, Sales Sustainability And Humanity With Qiara Johnson
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May 24, 2023 |
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16. Sneak Peak of Our 7-Figure Sales System Training
|
May 10, 2023 |
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15. You Are Credible With Melissa Davis
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Apr 26, 2023 |
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14. 3 Sales Systems You Need For Your 6-Figure Year
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Apr 12, 2023 |
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13. Team And Systems With Deanna Brooks
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Mar 29, 2023 |
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12. Committing To A Return On Investment
|
Mar 15, 2023 |
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11. Relationship Building and WOC In Finance With Ontwanet Moran
|
Mar 01, 2023 |
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10. Multi 5 Figure Launching (Bonus Episode)
|
Feb 22, 2023 |
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9. 7K Launches, Repeatable Sales System And Keeping It Moving with Haley Kowalewski
|
Feb 15, 2023 |
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8. The Sales System That Took My Clients And I To 30K Months
|
Feb 01, 2023 |
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7. Tripling Her Revenue with Afia Adom
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Jan 18, 2023 |
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6. My Secret to Creating Content that Signs Clients
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Jan 04, 2023 |
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5. Investing in Yourself and Your Business for Exponential Growth with Azja Stanton
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Dec 21, 2022 |
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4. Tapping Into Your Identity for Your 6 Figure Year
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Dec 07, 2022 |
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3. Automation & Sales Systems that Build Sustainable Online Businesses with Nike Aurea
|
Nov 15, 2022 |
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1. Niching Down to Book Out Your Finance Business with Acquania from The Purpose of Money
|
Nov 02, 2022 |
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2. Three Simple Steps to Hit 10K Months for Financial Experts
|
Nov 02, 2022 |
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Introducing: Finance Client Acquisition – Simple Sales Systems for WOC Money Experts
|
Nov 01, 2022 |