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Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts

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 I was tired of seeing “finance bros” representing the financial industry with their outdated takes, and knew it needed to change.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.

Episodes
41. Automations for Financial Experts with Ashley PendergraftApril 24, 2024
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40. Why Sales is a Wealth-Building ToolApril 10, 2024
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39. Fall in Love with the Journey with Miranda BasdenMarch 27, 2024
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38. How to Create a Sales MenuMarch 13, 2024
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37. Building Out and Launching a Group Program with Brittne HalfordFebruary 28, 2024
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36. Making $17K in 6 WeeksFebruary 14, 2024
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35. Creating One-on-One Client Connections with Danielle TaylorJanuary 31, 2024
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34. Two Crucial Methods of Lead GenerationJanuary 17, 2024
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33. Cultivating an Entrepreneurial Mindset with Cleo MatlouJanuary 03, 2024
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32. Why Influencer Strategies Don’t Work For YouDecember 20, 2023
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31. Financial Expertise for Creatives with LaTondra WilliamsDecember 06, 2023
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30. Global Majority vs Wall Street CultureNovember 22, 2023
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29. Following Your Purpose with Patricia HendersonNovember 08, 2023
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28. Avoid this Common MistakeOctober 25, 2023
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27. Building a Premium Bookkeeping Business with Jessie JacksonOctober 11, 2023
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26. The Most Valuable Skill: Lead GenerationSeptember 27, 2023
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25. Proactive Pursuit with Christina, of Lifestyle ParagonSeptember 13, 2023
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24. Stop Letting Clients Dictate Your ScheduleAugust 30, 2023
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23. Scaling with Support with Deahna JoiAugust 16, 2023
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22. Being Salesy Is Not a Problem, Being Inauthentic IsAugust 02, 2023
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21. Streamlining Systems to Focus on People with Claire MbuguaJuly 19, 2023
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20. Investment Setting SanityJuly 05, 2023
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19. 7 Figures in Sales With Annette CampbellJune 21, 2023
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18. CEO Scaling Schedule (Your Schedule is a Sales System)June 07, 2023
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17. Community, Sales Sustainability And Humanity With Qiara JohnsonMay 24, 2023
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