Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

29. Following Your Purpose with Patricia Henderson

November 08, 2023 Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts Episode 29
29. Following Your Purpose with Patricia Henderson
Finance Client Acquisition - Simple Sales Systems for WOC Money Experts
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Finance Client Acquisition - Simple Sales Systems for WOC Money Experts
29. Following Your Purpose with Patricia Henderson
Nov 08, 2023 Episode 29
Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts

I talk with Patricia Henderson, a financial professional for educators, in this episode. Patricia is a real estate agent who recognized that her clients needed additional financial support.

Patricia has a background in education, and she shares how her desire to help people is what motivates her in her life and business.

In this episode:

  • How authenticity helped her connect to her audience 
  • The biggest change she’s experienced in her business
  • The ease that automations and systems have provided her


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


-Lead Gen Lab: 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 Patricia

Scheduling Page: https://calendly.com/realtorhenderson

Instagram: @patriciahendersonfinance



Connect with Ro

Instagram: @theroshah

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

Support the Show.

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Show Notes

I talk with Patricia Henderson, a financial professional for educators, in this episode. Patricia is a real estate agent who recognized that her clients needed additional financial support.

Patricia has a background in education, and she shares how her desire to help people is what motivates her in her life and business.

In this episode:

  • How authenticity helped her connect to her audience 
  • The biggest change she’s experienced in her business
  • The ease that automations and systems have provided her


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


-Lead Gen Lab: 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 Patricia

Scheduling Page: https://calendly.com/realtorhenderson

Instagram: @patriciahendersonfinance



Connect with Ro

Instagram: @theroshah

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

Support the Show.