21. Streamlining Systems to Focus on People with Claire Mbugua

Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

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 Claire decided who to help (and how that relieved so much anxiety)
• The mindset shifts Claire made that helped scale her business
• The benefits of streamlining systems and using automations

Resources and Links

-Want to work with me? Choose your option from below and book a call: CALENDLY.com/fmcbyro/salescall
-VIP DAY: a DONE FOR YOU 5-hour experience where you sit back and I build out your sales systems for your next launch
-7 Figure Sales System Mastermind: a high impact 1:1 three-month container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Claire

Instagram: @claire.mbugua

Connect with Ro

Instagram: @fmcbyro

Support the show

Connect with the host:
- Want to work with me? Choose your option from below and book a call: calendly.com/theroshah/salescall
- Do you want sales strategies sent straight to your inbox? theroshah.com/email-series
- More of a visual learner: sign up for your youtube channel https://youtube.com/@theroshah