19. Annette's Million Dollar Year

Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

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 been all rainbows and sunshine. There was a time when she lost her banking job, apartment, and car, and had to move back in with her family. But she believed in her abilities, started her own business along with her job, and worked her tail off to build it up. And when the pandemic hit and everyone was losing their jobs, her business was already exploding!

In this interview, Annette talks about how she manages her business with over 300 clients using the right systems, the importance of keeping sales as a priority, and strategies for generating recurring revenue beyond tax season. She also shared how she handles 100 discovery calls in a month without getting burnout.

Hit play on this interview episode and unlock the secrets of a winning sales system.

In this episode, we talked about:

• Annette's story of losing everything to booking 150 clients and own a million-dollar business
• How to hire people in your team that are looking for you
• How to have recurring revenue beyond tax season
• Sales are the fuel to run your business
• Running a business without getting the B Word
• You are worthy of having Million Dollar business

Resources and Links

-Want to work with me? Choose your option from below and book a call: CALENDLY.com/financevaro/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 Annette

Instagram: @_successwithannette

Website: www.thetaxexperience.com

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