최고 Client Acquisition 팟캐스트 (2024)

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41. Automations for Financial Experts with Ashley Pendergraft 14:08

1d ago14:08

14:08

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 reas…

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40. Why Sales is a Wealth-Building Tool 34:03

15d ago34:03

34:03

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 thi…

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39. Fall in Love with the Journey with Miranda Basden 30:30

29d ago30:30

30:30

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 jo…

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38. How to Create a Sales Menu 6:17

1M ago6:17

6:17

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 menu Items you need to have on your sales menu How a sales menu helps you avoid getting…

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37. Building Out and Launching a Group Program with Brittne Halford 34:10

2M ago34:10

34:10

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 …

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36. Making $17K in 6 Weeks 23:05

2M ago23:05

23:05

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 Method How to avoid common business problems Why simplifying your business pays off R…

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35. Creating One-on-One Client Connections with Danielle Taylor 28:27

3M ago28:27

28:27

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…

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34. Two Crucial Methods of Lead Generation 5:35

3M ago5:35

5:35

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 leads Which …

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33. Cultivating an Entrepreneurial Mindset with Cleo Matlou 38:49

4M ago38:49

38:49

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 entrepreneur The way Cleo thinks abou…

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32. Why Influencer Strategies Don’t Work For You 8:48

4M ago8:48

8:48

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: …

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31. Financial Expertise for Creatives with LaTondra Williams 29:20

5M ago29:20

29:20

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 mar…

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30. Global Majority vs Wall Street Culture 6:43

5M ago6:43

6:43

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 end…

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29. Following Your Purpose with Patricia Henderson 26:38

6M ago26:38

26:38

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 authen…

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28. Avoid this Common Mistake 6:56

6M ago6:56

6:56

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 …

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27. Building a Premium Bookkeeping Business with Jessie Jackson 39:06

7M ago39:06

39:06

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 valu…

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26. The Most Valuable Skill: Lead Generation 9:38

7M ago9:38

9:38

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 epi…

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25. Proactive Pursuit with Christina, of Lifestyle Paragon 42:02

8M ago42:02

42:02

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…

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24. Stop Letting Clients Dictate Your Schedule 7:14

8M ago7:14

7:14

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, peac…

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23. Scaling with Support with Deahna Joi 32:29

8M ago32:29

32:29

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 …

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22. Being Salesy Is Not a Problem, Being Inauthentic Is 5:05

9M ago5:05

5:05

“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 H…

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21. Streamlining Systems to Focus on People with Claire Mbugua 37:26

9M ago37:26

37:26

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 …

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20. Investment Setting Sanity 9:22

10M ago9:22

9:22

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 rea…

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19. 7 Figures in Sales With Annette Campbell 31:18

10M ago31:18

31:18

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 b…

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18. CEO Scaling Schedule (Your Schedule is a Sales System) 9:27

11M ago9:27

9:27

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 busin…

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17. Community, Sales Sustainability And Humanity With Qiara Johnson 33:37

11M ago33:37

33:37

“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 no…

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16. Sneak Peak of Our 7-Figure Sales System Training 33:14

12M ago33:14

33:14

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…

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15. You Are Credible With Melissa Davis 23:53

1y ago23:53

23:53

“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 …

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14. 3 Sales Systems You Need For Your 6-Figure Year 42:13

1y ago42:13

42:13

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 reve…

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13. Team And Systems With Deanna Brooks 42:44

1y ago42:44

42:44

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 year…

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12. Committing To A Return On Investment 13:02

1y ago13:02

13:02

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 Syst…

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11. Relationship Building and WOC In Finance With Ontwanet Moran 22:18

1y ago22:18

22:18

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 curren…

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10. Multi 5 Figure Launching (Bonus Episode) 9:59

1y ago9:59

9:59

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, makin…

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9. 7K Launches, Repeatable Sales System And Keeping It Moving with Haley Kowalewski 19:28

1y ago19:28

19:28

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 gr…

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8. The Sales System That Took My Clients And I To 30K Months 8:19

1y ago8:19

8:19

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 …

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7. Tripling Her Revenue with Afia Adom 41:19

1+ y ago41:19

41:19

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…

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6. My Secret to Creating Content that Signs Clients 6:12

1+ y ago6:12

6:12

In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts – we’re talking about creating content that signs clients using a very simple system. A lot of the clients that come to me are burned out with content, and that's mostly the reason they sign up for my sales system. So, in this episode, I want to share my ap…

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5. Investing in Yourself and Your Business for Exponential Growth with Azja Stanton 30:31

1+ y ago30:31

30:31

“Working with other people that know how to get you to the exponential growth will help you achieve that in your business. I've seen so much growth that I don't think that I would have achieved, honestly, without working with the people that I have worked with.” In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Ex…

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4. Tapping Into Your Identity for Your 6 Figure Year 8:09

1+ y ago8:09

8:09

“When [you] really tap into your authentic identity, who you are, what your history is, that's when you are easily able to identify your niche and not have to second guess yourself.” In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts – we’re talking about the importance of tapping into your authentic identi…

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3. Automation & Sales Systems that Build Sustainable Online Businesses with Nike Aurea 26:43

1+ y ago26:43

26:43

“In the wellness and spiritual space, you hear people talk about yielding in abundance, and flow [...] Systems are that. You just set it up, and then you just let it flow.” In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts – our guest expert is Nike, an M.Ed Spiritual DEI Consultant who help entrepreneurs …

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1. Niching Down to Book Out Your Finance Business with Acquania from The Purpose of Money 29:52

1+ y ago29:52

29:52

Welcome to Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts. In this first episode, I’m talking to money expert and past client, Acquania Escarne. She’s the creator and founder of The Purpose of Money, a platform that teaches women how to build generational wealth $1 at a time. Acquania is a financial coach, hotel owner, po…

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2. Three Simple Steps to Hit 10K Months for Financial Experts 11:15

1+ y ago11:15

11:15

“Start taking this [your finance business] as a sales job because if you're not creating sales in your business, what are you doing?” In this episode of Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts – we’re talking about why financial experts are still struggling to hit 10K months, the reasons behind that reality, and wh…

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Introducing: Finance Client Acquisition – Simple Sales Systems for WOC Money Experts 3:13

1+ y ago3:13

3:13

The Finance Client Acquisition Podcast helps WOC money coaches, bookkeepers, and accountants 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 indu…

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