Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

30. Global Majority vs Wall Street Culture

November 22, 2023 Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts Episode 30
30. Global Majority vs Wall Street Culture
Finance Client Acquisition - Simple Sales Systems for WOC Money Experts
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Finance Client Acquisition - Simple Sales Systems for WOC Money Experts
30. Global Majority vs Wall Street Culture
Nov 22, 2023 Episode 30
Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts

There are all the financial rules that you know from Wall Street, and then there’s us, the global majority, WOC who know the nuances of finance.

I share why you should drop the stiff conversations and formal lingo when talking to potential and current clients.

In this episode:

  • How corporate culture teaches us to shame
  • The benefit of asking open ended questions and being vulnerable
  • How to make prospective clients feel understood and safe with you


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 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

There are all the financial rules that you know from Wall Street, and then there’s us, the global majority, WOC who know the nuances of finance.

I share why you should drop the stiff conversations and formal lingo when talking to potential and current clients.

In this episode:

  • How corporate culture teaches us to shame
  • The benefit of asking open ended questions and being vulnerable
  • How to make prospective clients feel understood and safe with you


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 Ro

Instagram: @theroshah

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

Support the Show.