Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts

Millionaire Sales Systems Podcast

Business EN ↓ 57 episodes

The Millionaire Sales Systems Podcast helps women of color financial experts and service based businesses book out and hit 5-figure months, 6-figure months, and build 7-figure empires by mastering lead gen and sales calls to create repeatable (and simple) sales systems. I’m your host, Ro Shah. I was tired of seeing “finance bros” representing the financial industry with their outdated takes, and knew it needed to change. That’s why my mission is to show you simple strategies you can use as a WOC finance expert to expand your reach, change the status quo, and make real MONEY. My mission is to c...

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Author

Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts

Category

Business

Podcast website

www.buzzsprout.com

Latest episode

Nov 15, 2024

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Episodes

31. How LaTondra Created over $7k in sales 06.12.2023

I talk with LaTondra Wiliams, a financial expert for dancers, in this episode. LaTondra uses her financial knowledge to help dancers with passive income. LaTondra has more than 15 years of dancing experience and believes in supporting creativity. In this episode: How she combined her passion, experience, and expertise to help others  The way she markets herself and finds connections Why speaking e...

30. Global Majority vs Wall Street Culture 22.11.2023

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 pros...

29. Serving Your Audience Vs Being Salesy With Patricia Henderson 08.11.2023

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 big...

28. Avoid this Common Mistake with Clients 25.10.2023

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...

27. Building her $100k Bookkeeping Business with Jessie Jackson 11.10.2023

I talk with Jessie, of Entrust Bookkeeping Solutions, in this episode. She shares the exciting journey of leaving her corporate job and starting her own business. Jessie explains how she had the confidence to become her own boss. We talk about what has allowed her to build her business in a sustainable way.  In this episode: How focusing on the value of her work helped to shift her mindset Why put...

26. The Most Valuable Skill: Lead Generation 27.09.2023

Lead generation is the most valuable skill you can invest in to generate sales and income for your business. It is a lifetime skill and the return on investment is limitless. The algorithm will always change and there will always be new platforms to learn, but once you have the skill of lead generation you can always bring in new leads. In this episode: Why you should learn the skill of lead gener...

25. How Christina created created over 7k in sales 13.09.2023

I talk with Christina, a Career, Negotiation, and Money coach, who helps fellow Women of Color become free from corporate America. Christina realized she was the go-to person for her friends and family for career and money advice. She decided to turn her passion into a business, so Lifestyle Paragon was born. In this episode: The early frustrations Christina faced with her audience not taking acti...

24. Stop Letting Clients Dictate Your Schedule 30.08.2023

Are you letting your clients dictate your schedule? You can’t keep operating like you have one to three clients, because one day you’ll have fifteen clients. You need to work on acting like a CEO now by establishing the habits and schedule you want to have. Learn how to gradually shift to the schedule you want so that you can get more clients, peacefully. In this episode: Why letting your clients...

23. Deahna's Journey with Mentorship vs DIYing Sales 16.08.2023

I talk with Deahna Joi, an Accountant who provides CFO services for Non-profits and Childcare experts. Deahna left the corporate world and has embraced her abilities as an entrepreneur. She was able to highlight parts of her identity and use them to find direction for her business. In this episode: Why Deahna made the decision to join the 7 Figure Sales System Mastermind The peace of mind and supp...

22. Being Salesy Is Not a Problem, Being Inauthentic Is 02.08.2023

“I don’t want to be salesy!” I hear this all the time. But I’m here to tell you that being salesy is not an issue, being inauthentic is. When you can be your authentic self you will have success in selling without feeling salesy. In this episode: Learn what your ideal client really wants to hear Why being inauthentic is what makes you feel salesy How to lean into your strengths to be authentic Res...

21. Streamlining Systems to Focus on People with Claire Mbugua 19.07.2023

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...

20. Investment Setting Sanity 05.07.2023

Do you struggle to address sales objections and over-customize your offers? If you people-please your way out of your profit margin, this episode is for you. In this episode, I share one of the most important concepts that my clients learn: Investment Setting Sanity. Understanding and implementing this concept will help you operate as a CEO and reach your long term goals. In this episode: Why you...

19. Annette's Million Dollar Year 21.06.2023

Welcome to the "Finance Client Acquisition - Simple Sales Systems for WOC Finance Experts" podcast. Today, we've got a special guest, Annette Campbell, CEO and founder of The Tax Experience. She's an expert in personal and business tax preparation and has recently started mentoring new business owners to earn six figures. Annette's journey hasn't been all rainbows and...

18. CEO Scaling Schedule (Your Schedule is a Sales System) 07.06.2023

Do you ever feel like your business has taken over your life? I mean, the never-ending Zoom calls, being glued to your computer all the time to respond to emails and Slack messages, and constantly rearranging your own schedule just to please clients. It's exhausting, right? And let's be real, it can really suck the joy out of running your own business. Sometimes it gets so bad that peopl...

17. Community, Sales Sustainability And Humanity With Qiara Johnson 24.05.2023

“Financial Foundations and knowledge are everyone's rights and should be spoken in clear language to reduce financial disparity.”  In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts – I’m talking to Qiara Johnson, human first entrepreneur, who worked as a CPA in the top four global accounting firms and is now the owner of her business-Cosmic Concierge...

16. Sneak Peak of Our 7-Figure Sales System Training 10.05.2023

In this week’s episode, I am giving you a sneak peek of our exclusive training only available to clients inside the 7-figure sales systems program. When it comes to a launch, people have only two thoughts - the bubble bursting celebration of a big figure number or the image of total burnout and exhaustion. But there are a lot of grey areas that are rarely discussed in the financial industry. So in...

15. Feeling more credible to make more sales with Melissa 26.04.2023

“The biggest mistake that you can make in any business… is listening to other people on what you should do and what you should not do.” In this episode of Finance Client Acquisition –  Simple Sales Systems for WOC Finance Experts – I’m talking to Melissa Davis, Money Coach and founder of Iwillwallet. Melissa helps therapists chase freedom and not a check so that they can attain and the life they w...

14. 3 Sales Systems You Need For Your 6-Figure Year 12.04.2023

This week’s episode is a replay of my most recent webinar, “3 Sales Systems You Need For Your 6-Figure Year”, as the podcast audio for you to enjoy!  I met a lot of money coaches, bookkeepers, and accountants who are struggling with inconsistent sales. Despite posting more about their offer and, getting more exposure, they are not hitting their revenue goals. Its not you, it’s your SALES SYSTEM. I...

13. Team And Systems With Deanna Brooks 29.03.2023

Feeling lost, unsure of your purpose, or jumping from one train to another without finding your way? It's like being in a dense fog, not sure which way to turn and unable to see what lies ahead. In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts , I'm talking to Deanna Brooks , a CPA with more than seven years of experience. She speaks on her jou...

12. Committing To A Return On Investment 15.03.2023

If you have ever invested in yourself or your business, you might have negative thoughts about possible failure, being cheated, or wasting money. Investing in oneself is a rare skill because everyone talks about investing, but no one actually shows you the proper way to do it. So in today's episode of "Finance Client Acquisition - Simple Sales Systems for WOC Finance Experts," I am...

11. Generating Leads and creating sales with Ontwanet Moran 01.03.2023

In this episode of "Finance Client Acquisition - Simple Sales Systems for WOC Finance Experts," I had the pleasure of speaking with Ontwanet Moran , a business and finance coach who is breaking into the finance industry as a woman of color. Ontwanet comes from a background in fashion and real estate and uses her experience as leverage for her current financial business, where she helps f...

10. Multi 5 Figure Launching (Bonus Episode) 22.02.2023

Last month I received the best feedback from my listener that she loved my solo episode as it helped her to get her sales energy back. So this week, I am doing a Solo bonus episode for all of you. Get ready to copy and paste my strategies into your next launch to make it successful.  I speak on launch strategies, keeping the energy consistent, making content that makes them say hell yes, and how h...

9. 7K Launches, Repeatable Sales System And Keeping It Moving with Haley Kowalewski 15.02.2023

In this episode of Finance Client Acquisition, I am talking to Haley Kowalewski, owner of Femme Financial Coaching, who has built a massive following of over 122k on Instagram and TikTok and just recently hit her $30K income month goals. (and she doesn’t stop here). Haley and I have known each other for almost two years and have seen exponential growth in our businesses. In today’s episode, Haley...

8. What it takes to have a 30k launch 01.02.2023

One of my clients hit $ 30,000 a month before even I hit it. (strange, right?) In this episode of "Finance Client Acquisition - Simple Sales Systems for WOC Finance Experts," I'm sharing three simple sales systems I have implemented to help my client hit $30,000 a month. However, for some reason, I could not get the same result for my business. So I took a step back, looked at my bu...

7. Tripling Her Revenue with Afia Adom 18.01.2023

In this episode of Finance Client Acquisition –  Simple Sales Systems for WOC Finance Experts –I am talking to Afia, a successful financial coach, owner of heritage harbor-a natural skincare brand, and mom of 3 boys living in Dallas with her husband.  Afia has achieved success in both the financial industry and e-commerce through her impressive sales techniques and ability to engage with customers...

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