Finance Client Acquisition - Simple Sales Systems for WOC Money Experts Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts

Was a 20k Rebrand Worth It?In this episode, we dive into the details of a $20,000 rebranding journey. We discuss the cost breakdown, the impact of the rebrand on the business, and whether it was ultimately worth the investment. Tune in to find out about the challenges, successes, and lessons learned from this comprehensive rebranding effort.Introduction to the $20,000 Rebrand JourneySo was a 20, 000 rebrand worth it? In the video, I'm going to Breaking Down the Rebrand CostsThe Biggest E...

In this episode, I talk with Queenie Wei, a personal wealth coach for middle class families looking to create generational wealth and level up their financial literacy game.Queenie discusses how she determined what she needed for personal and business growth.Hear what Queenie has learned and the advice she has for others.In this episode:Assessing your need for team members and advice for bringing them onHow to use data and your gut to make decisionsWhy compassion and self love are important f...

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 ways I h...

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 decid...

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 your ide...

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 business again...