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 I was tired of seeing “finance bros” representing the financial industry with their outdated takes, and knew it needed to change.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 e ...
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Finance Client Acquisition - Simple Sales Systems for WOC Money Experts


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The Sales System That Took My Clients And I To 30K Months
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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 …
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…
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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Finance Client Acquisition - Simple Sales Systems for WOC Money Experts


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Investing in Yourself and Your Business for Exponential Growth with Azja Stanton
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“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…
“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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Finance Client Acquisition - Simple Sales Systems for WOC Money Experts


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Automation & Sales Systems that Build Sustainable Online Businesses with Nike Aurea
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“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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Finance Client Acquisition - Simple Sales Systems for WOC Money Experts


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Niching Down to Book Out Your Finance Business with Acquania from The Purpose of Money
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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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Finance Client Acquisition - Simple Sales Systems for WOC Money Experts


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3 Simple Steps to Hit 10K Months for Financial Experts
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“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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Finance Client Acquisition - Simple Sales Systems for WOC Money Experts


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