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Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts

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The Finance Client Acquisition Podcast helps women of color 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 I was tired of seeing “finance bros” representing the financial industry with their outdated takes, and knew it needed to change.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 WO ...
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Are you a full-time working mom who has been blindsided by your child’s disability diagnosis? Do you struggle to afford medical bills, special equipment, therapies, and caregivers- while you continue to further drown in debt? Do you wish that you had step-by-step financial guidance so you could attain the financial stability you desire and spend your precious energy focusing on your special needs child? You are in the right place. My mission is to equip special needs moms just like you to cr ...
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Show Notes: Going on vacation with your special needs child? Have your packing checklist right here! Ensure Happy Fun and Safe travel! Have a happy, fun, and safe travel! Learn – www.dianagalas.com Discover - schedule a Free Call right here https://calendly.com/dianagalas/coaching-call-booking Connect - become an Insider here: https://simple-money-…
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In this episode with Soledad from @wealthparatodos, we go over Introduction to the Money Coaching Virality Series Meet Soledad: Founder of Wealth Para Todos Soledad's Financial Awakening The Journey to Financial Literacy Building Wealth Para Todos Overcoming Challenges and Building Community Turning Passion into a Business Developing Unique Financi…
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Show Notes Learn how to set up your daily budget. These 5 steps will guide you on how to live on your current income within your means and maybe find some money for saving or investing to help you start dreaming again. Check it out and share it with your friend! Learn – www.dianagalas.com Discover - schedule a Free Call right here https://calendly.…
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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. Intro…
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Show Notes In this episode, we learn how to better understand time value that lies in its scarcity and irreplaceability, making it crucial to use it wisely and intentionally. Let this perspective encourage mindful living, focusing on what truly matters, and maximizing the positive impact of your actions and decisions. Don’t waste your time any much…
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Show Notes: In this episode, I share useful topics about bringing your project to the finish line. You will learn two important aspects of project management and budgeting and how these two main components work together. With my systems in place that are interactive, simple, and fun you want to have them in your home. Check below how to connect wit…
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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: Assessi…
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Shown Notes: Today I am talking about the aftermath of bankruptcy when it already happened and now you are at the point of starting your post-bankruptcy life. Also, bankruptcy can be considered not just a legal procedure with your creditors but other life circumstances such as illness, or other traumatic experiences throwing you in a position to st…
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Show Notes: In today's episode, I establish 4 principles of effective money strategy about saving and paying off debt. The first and main principle is establishing your why or your driver. I am glad to hear from you by connecting with me at the links below: Learn – www.dianagalas.com Discover - schedule a Free Call right here https://calendly.com/d…
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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: H…
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Show Notes: Want to do all these things and stay sane? Learn a step-by-step guide in this episode on how to actually be filled with joy, and peace of heart and feel a productive, happy Mom! Learn – www.dianagalas.com Discover - schedule a Free Call right here https://calendly.com/dianagalas/coaching-call-booking Connect - become an Insider here: ht…
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Show Notes: Welcome to Episode #36 where I teach how to gain back your ground after a shopping spree financial crash. Tune in to this episode and learn basic strategies on how to assess the situation, and create a plan to connect with yourself so you can use your experience for growth and financial stability. Learn – www.dianagalas.com Discover - s…
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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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Show Notes: This episode is about money wasting and about common ways of how unintentionally ending up with no money at the end of a month. Whether it’s emotional buying or quick convenience purchases, let me help you get control over your spending in a nonrestrictive way, giving you the freedom to put your money where it serves you the best. Check…
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Show Notes: In this episode, I am giving you a simple formula to help you optimize your family money system to get you out of debt. Whether you are starting over on your financial journey, starting for the first time, or changing financial directions this episode will share exact strategies to create money systems in your home so you can sleep bett…
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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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Show Notes: Creating a comprehensive special needs binder for a child can be immensely helpful for parents, caregivers, educators, and healthcare providers. The medical records, charts, immunizations, medications, and doctor's notes - all have to be carefully recorded and kept in one place and easily accessible. Our kids grow differently so, instea…
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Show Notes: In this episode, I want to discuss steps on practical steps on how to build your cash flow systems so you can start paying your debt and staying out of it. Welcome to episode #32 on the Simple Money Systems podcast. Create a Bill Pay System Build your Family Purchasing System Have in place a Grocery Shopping Planning System Create a Deb…
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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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Show Notes: Welcome to Simple Money Systems podcast episode #31. Today I will be talking about the concept of cash flow. There's one common denominator to find that simple strategy for saving money that you can run with. Is there one? And I say yes. To simplify this often confusing money subject I have a simple money system that is custom built for…
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Show Notes: Welcome to episode #30 where I discussed the topic of why it is so hard to stick to your Budget and how to be consistent with your spending plan. Are you ready to learn and get back to the money management basics that you enjoy? I am glad to help you! Click the links below to learn, discover, connect, and engage. Learn – www.dianagalas.…
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Show Notes: You are the Mom of special abilities with a special calling that puts you in a place where you serve not only your child but also others. Just imagine when your voice is heard, and your talents are put to work to make not just your life much lighter, easier, more fun, and enjoyable but also the life of your child, your family, and peopl…
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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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Show Notes: Welcome to the Simple Money Systems podcast, where simple is more and more simple. I am so happy you joined me! In this episode, I will be discussing a hot topic about how to break through the spending cycle and how to gain confidence and peace of mind when it comes to your daily finances. The first thing you need to know is what is com…
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Show Notes: Ok, let's organize and automate your bill pay! Have all your Bills available for one-time set-up only. I like to have paper copies with account numbers, mailing addresses, and telephone numbers for every payee. You may add payees to your bill pay as you go, but I prefer to have them all set up at one time for easier budgeting and money …
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Show Notes: Friends, try training your brain to practice enough mentality. How much is it really required to live a healthy simple lifestyle? And remember simple is always more: more freedom, more space, more rest, more health, more peace, more happiness in your marriage and relationship with family, and more money in your pocket. Instead of buying…
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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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Show Notes: When my son Dave was born with Down Syndrome and being a new mother of a child with intellectual disability it affected my self-worth. Automatically, not even giving much thought or consideration I fell into a trap of a very low self-esteem. I immediately was thinking of how others would look at my son what hardships of cruel societal n…
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Show Notes: I can relate to you my friend, whether you are a full-time mom or work outside your home, you can have peace of mind by simplifying your day by having some planning tips in place. Let's recap 5 of them. They are not coming in order and you can start from any that you struggle with the most. #1. Have your evening strategy ready #2. Plan …
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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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Show Notes: You probably heard about the cash envelopes budgeting method. This is when you designate one paper or plastic it doesn’t matter envelope to a specific budget category. There is nothing wrong with it but I find it extremely unpractical and inefficient. It is very unsafe to carry bags of money with you in the store when your hands are tie…
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Show Notes: Welcome back to the Simple Money Systems podcast! What a great time to catch up on some money talk. Maybe you already took several financial courses with other coaches that left you with to-do and not-to-do lists that you were not able to get your hands on to tackle leaving you even more confused and discouraged from paying off your deb…
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Show Notes: It is easy to lose balance when something unexpected shakes your base. It can be anything. How about you, my friend? What is your story? Do you have one? With me, it was my special child. Now, I feel a responsibility here to make sure you are ready for any kind of storm in your life small or big. Maybe you are going through right now. H…
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Show Notes: You have your budgeting tools under your belt, you know the exact strategy to tackle your debt or to start smart investing. Friend, I urge you about the importance of having your budget in place! If you don’t have it please, right now, hit the stop button and schedule a phone call with me. You need to have your budget to start living wi…
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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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Show Notes: Welcome to episode 19! Are you stuck with a high-interest-rate home loan? Let’s get deep into how it can serve to your advantage. You might be wondering if it’s even safe to invest in your home like making extra principal payments. In general, housing is an essential need and always will remain in value. Just by looking at the historica…
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Show Notes: My friend, what are your misconceptions about budgeting? How do you handle your finances? Have you found this information helpful in any way? I hope it stretched you, challenged you helping you to grow in your financial journey. Write down on a piece of paper everything preventing you from getting to your budget. Whether it is a lack of…
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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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Show Notes: You can eat 5 times a day, cook once maybe twice a week, do grocery shopping once a week, and kiss your grocery receipt! How does it sound? First, eat your breakfast. It must include lean proteins, some whole grains preferably cooked, and a load of fresh greens and veggies. Similar food ingredients for lunch. And for dinner same ingredi…
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Show Notes: You need to take these 3 steps right now to start your budget work for you: Track your daily expenses during your nightly routine time in one system like an Excel spreadsheet. Lit up candles, use an essential oils diffuser, and play soft music to establish a serene and peaceful atmosphere when you reflect on the day behind. Leave it the…
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Show Notes: Improving financial confidence is a gradual process that involves both practical actions and a positive mindset. By taking proactive steps and staying committed to your financial goals, you can build confidence in your ability to manage and improve your financial well-being. Remember, attracting money is often a result of a combination …
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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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Show Notes: Improving financial confidence is a gradual process involving practical actions and a positive mindset. By taking proactive steps and staying committed to your financial goals, you can build confidence in your ability to manage and improve your financial well-being. Take a good self-care Have a structured routine Create an inviting desk…
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Show Notes: Today I would like to reflect on a very sacred topic about the most valuable treasure of a special child that once was born. You have your gem right in front of you. Take a closer look. Pick it up from the dirt, wash it, gently wrap it in a fine cloth, bring it to the sunlight, and get your magnifying glass out – you will see so many sp…
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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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Show Notes: 6 strategies on how to have more money Create a Budget Identify Essential vs. Non-Essential Expenses Prioritize Basic Needs Build an Emergency Fund Save for Goals Review and adjust Become an Insider: https://simple-money-systems.ck.page/ Connect on FB: https://bit.ly/timeforfacebook Work With Me: diana@dianagalas.com…
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Show Notes Success means personal fulfillment, happiness, and a sense of accomplishment. So, to experience such success I have created a roadmap so that by the end of the next year when you look back you will feel more accomplished and successful, right? See God placed us – human beings on this earth as the highest authority to rule over it, cultiv…
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Show Notes: Episode 10: 3 Steps on How to Systemize Your Bill Pay – Use Online Bill Pay to Save Time and Money Have your Bill Pay folder set up with two dividers: one labeled Bills to pay by Credit Card and the other one Bills to pay with online banking. Have the Bill Pay folder ready for your “Money Squad” time. Establish your “Money Squad” time, …
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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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