11. Generating Leads and creating sales with Ontwanet Moran

Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

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 fashion and music artists put their money to work.

We discussed how traditional systems keep people broke by not teaching them about finance, and now Ontwanet is on a mission to end financial illiteracy, particularly for women of color. She shared how the system and strategy we have built for her business have helped her gain momentum and scale her business. She has even transferred this knowledge to her team, who have replicated her success.

You can listen to this amazing conversation on your favorite podcasting platform!

If you want to go deep, dive into the sales system that lets you hit your 5- or 6-figure goals. , Attend our free masterclass - Five Steps to a Multi-Five Figure Launch Training as a money coach, bookkeeper, or accountant, at 6 PM EST on 6 March. REGISTER HERE!

In this episode, you’ll learn:

  • More on Ontwanet and her background as a serial entrepreneur  
  • How Ontwanet keeps breaking the silence on financial literacy
  • How to leverage your background in your business to stand out and niche down
  • The sales system that we put in place so Ontwanet could scale her business
  • More on our signature proactive pursuit method
  • How Entrepreneurship is personal development 
  • More on the changing the face of finance and what we need to do for WOC to dominate the industry

Resources from this episode
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Connect with ONTWANET

Website: www.ontwanetmoran.com

Instagram: @ontwanet

Facebook: Ontwanet Moran

Linkedin: Ontwanet Moran

Connect with Ro

Instagram: @fmcbyro

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