Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

35. Creating One-on-One Client Connections with Danielle Taylor

January 31, 2024 Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts Episode 35
35. Creating One-on-One Client Connections with Danielle Taylor
Finance Client Acquisition - Simple Sales Systems for WOC Money Experts
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Finance Client Acquisition - Simple Sales Systems for WOC Money Experts
35. Creating One-on-One Client Connections with Danielle Taylor
Jan 31, 2024 Episode 35
Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts

In this episode, I talk with financial coach Danielle Taylor about her story of turning her expertise into a business.

Danielle shares how she learned to run her business her way for the freedom and success she was looking for.


In this episode:

  • Why posting on social media wasn’t the best strategy for Danielle
  • How community building has affected her business
  • Ways to foster one-on-one relationships with clients


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 Danielle

Instagram: @thefrugalfinancemom
Facebook: facebook.com/tayloredfinancials


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

In this episode, I talk with financial coach Danielle Taylor about her story of turning her expertise into a business.

Danielle shares how she learned to run her business her way for the freedom and success she was looking for.


In this episode:

  • Why posting on social media wasn’t the best strategy for Danielle
  • How community building has affected her business
  • Ways to foster one-on-one relationships with clients


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 Danielle

Instagram: @thefrugalfinancemom
Facebook: facebook.com/tayloredfinancials


Connect with Ro

Instagram: @theroshah

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

Support the Show.