Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

21. Streamlining Systems to Focus on People with Claire Mbugua

July 19, 2023 Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts Episode 21
21. Streamlining Systems to Focus on People with Claire Mbugua
Finance Client Acquisition - Simple Sales Systems for WOC Money Experts
More Info
Finance Client Acquisition - Simple Sales Systems for WOC Money Experts
21. Streamlining Systems to Focus on People with Claire Mbugua
Jul 19, 2023 Episode 21
Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts

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

Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.

Support the Show.

Finance Client Acquisition - Simple Sales System +
Become a supporter of the show!
Starting at $3/month
Support
Show Notes

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

Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.

Support the Show.