Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

28. Avoid this Common Mistake

October 25, 2023 Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts Episode 28
28. Avoid this Common Mistake
Finance Client Acquisition - Simple Sales Systems for WOC Money Experts
More Info
Finance Client Acquisition - Simple Sales Systems for WOC Money Experts
28. Avoid this Common Mistake
Oct 25, 2023 Episode 28
Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts

Are you giving your personal phone number to your clients? This is the number 1 mistake I see across the board when it comes to boundaries.

I share why this is a problem for many new business owners and my advice for client communication.

In this episode:

  • My rule of thumb regarding giving out your personal phone number
  • How to give yourself time to learn to communicate with clients in a healthy way
  • The platforms I suggest using for client communication


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: @fmcbyro

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

Support the Show.

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Show Notes

Are you giving your personal phone number to your clients? This is the number 1 mistake I see across the board when it comes to boundaries.

I share why this is a problem for many new business owners and my advice for client communication.

In this episode:

  • My rule of thumb regarding giving out your personal phone number
  • How to give yourself time to learn to communicate with clients in a healthy way
  • The platforms I suggest using for client communication


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: @fmcbyro

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

Support the Show.