I am sharing an episode of the Visionary Voices podcast where I was featured as a guest. Host Ida Azefor is the owner of Peerless Accounting and she brings accounting clarity to Canadian businesses. In our conversation, I share my story and the ways I empower Women of Color to take over the financial industry, one sale at a time. In this episode: How financial education can differ depending on your life experienceWhat led me to leave my corporate job and start my own businessThe specific...

In this episode, I am joined by Airtable expert Ashley Pendergraft of Systems Over Stress. With Systems Over Stress, Ashley specializes in setting up group programs, masterminds, and memberships in Airtable. Ashley shares how she got started with systems and what led her to use Airtable over other free and popular options. In this episode: The reasons systems and automations are not optional for Ashley Why Airtable is Ashley’s preferred platform and she considers it a team memberHow to...

I am sharing an episode of the Keep What You Earn podcast where I was featured as a guest. Host Shannon Weinstein is a CPA who is on a mission to simplify money and empower others through knowledge. In our conversation, we unlock the secrets of sales as a wealth-building tool and why mastering it is non-negotiable for your business's growth. In this episode: Insights into how overcoming the fear of selling and choosing mentorship are key to professional development and successHow knowing...

In this episode, I am joined by Miranda Basden, tax expert and six-figure tax strategist for small businesses. Miranda started her business by offering basic bookkeeping and accounting services. She has transitioned to walking beside her clients to help them plan for the future and be more profitable. Miranda says she has fallen in love with the journey that her business is taking and explains why that has helped her find success. In this episode: What got Miranda excited about her...

I introduce the concept of a sales menu so you can prioritize what to do in your business. I walk you through how to set up your own sales menu so you can quickly and easily take the action you need to make sales today. In this episode: Ways to set up your sales menuItems you need to have on your sales menuHow a sales menu helps you avoid getting bogged down with repetitive tasks Resources and Links -Want to work with me? Choose your option from below and book a call:...

In this episode, I am joined by Dr. Brittne Halford, an Internal Medicine Physician and Wealth Coach. Brittne talks about how she increased her financial literacy and developed her signature group program so she can help other women optimize the use of money to create a life that brings them joy. In this episode: Why women often commit their lives to service and have a mindset of sacrificeHow she sold her group program before she built itWhy time is the most valuable thing you have and how...

I share how I made $17,000 in just 6 weeks after my first investment in my business. I walk you through the Proactive Pursuit Method that made it easy for me to sell and make my investment back quickly. In this episode: The steps to follow in the Proactive Pursuit MethodHow to avoid common business problemsWhy simplifying your business pays off 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...

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 DanielleHow community building has affected her businessWays to foster one-on-one relationships with clients Resources and Links -Want to work with me? Choose your option from below and book a...

Lead generation is essential for consistently acquiring new leads, and it can be divided into two sections: outbound and inbound. Learn more about outbound leads and inbound leads, and how you can implement a lead generation strategy that works best for you and your business. In this episode: The difference between outbound and inbound leadsWhich leads you should focus on at your stage of businessSpecific strategies you should use for lead generation Resources and Links -Want to work with...

I am joined by Cleo Matlou, a Money Mindset Coach, who helps women have a better relationship with money. Working with Cleo will transform the way you think, feel, and behave around money so that you can create the wealth and abundance you deeply desire. In this episode: How Cleo worked on her own mindset as an entrepreneurThe way Cleo thinks about investing for maximum resultsCleo’s business advice for other women in the financial industry Resources and Links -Want to work with me? Choose...

One of the biggest mistakes I see people in the financial industry make is using the same strategies as an influencer. As a financial expert, the majority of your clients are other business owners, so your marketing strategy, content strategy, and lead generation strategy should be different from the typical influencer strategies. In this episode: How selling as an influencer and selling in the financial industry are differentWhy pumping out content doesn’t work for financial experts (and...

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 connectionsWhy speaking engagements have been a game changer for her business Resources and Links -Want to work with me?...

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 shameThe benefit of asking open ended questions and being vulnerableHow to make prospective clients feel understood and safe with you Resources and Links -Want to work with me?...

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 businessThe ease that automations and systems have provided...

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 numberHow to give yourself time to learn to communicate with clients in a healthy wayThe platforms I suggest using for client communication Resources and Links -Want to work with...

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 mindsetWhy putting boundaries in place is beneficial for clientsEncouragement to invest in yourself for faster...

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 generationHow lead generation will outperform every other strategyWays you are leaving money on the...

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 actionHow she creates her content for her ideal audienceHow she does lead generation now in a way...

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 determine your schedule is holding you backHow to ease into your desired policies and dream...

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 MastermindThe peace of mind and support that the mastermind providedAdvice Deahna has for others as they build their...

“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 hearWhy being inauthentic is what makes you feel salesyHow to lean into your strengths to be authentic Resources and Links -Want to work with me? Choose your option from below and book a call:...

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 so much anxiety)The mindset shifts Claire made that helped scale her businessThe benefits of...

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 need boundaries and SOPs in place when sellingHow under-selling affects long-term goalsWays to...

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 sunshine. There was a time when she lost her banking job, apartment, and car, and had to move back in with her family. But she...