The Kelly Roach Show

Kelly Roach
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Jun 6, 2024 • 16min

1031. Quarterly Business Assessment: Kelly Roach's Guide to Solving the Right Problems

In this episode of The Kelly Roach Show, Kelly shares how staying resilient and profitable in the dynamic landscape of business requires a quarterly business assessment and a strategic approach. Kelly delivers no-fluff, actionable strategies for entrepreneurs aiming to enhance their business performance, particularly for Q3 of 2024. She emphasizes the significance of conducting a quarterly health check on your business, utilizing a 20-point system crafted by her business advisory team. Understanding and solving the correct problems within your business operations is key to maximizing growth. Kelly sheds light on common misdiagnoses in sales and marketing strategies, advocating for a data-driven approach to address the actual issues impeding growth. Also in this episode: Performing regular assessments of your business is essential for identifying and solving the right problems to prevent wasted efforts. Rely on data, not assumptions or generalized guesses, to make informed decisions about your business strategies. A common error is to focus exclusively on lead generation without ensuring effective lead management, structuring, and relationship building to convert leads into sales. Evaluate and enhance the customer journey to reduce customer loss by ensuring they understand and effectively use your product or service. 20-Point Health Check for Businesses Check out our JUNE 18TH-21ST EVENT AT 1PM -12PM EST here - https://hubs.li/Q02y_1w00 Stay Connected With Kelly Roach: Instagram | LinkedIn | Facebook | Youtube
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Jun 3, 2024 • 20min

1030. Transforming Your Financial Future with Real Estate: Insights from Michael Zuber

In this episode of The Kelly Roach Show, Kelly and Michael Zuber, explore the steps to disrupt oneself and create a new revenue stream through real estate, one rental at a time. Michael's transformative tale begins with a financial downturn that led him to discover "Rich Dad Poor Dad," a book that reshaped his financial thinking. Michael discusses his strategic approach to property investment, highlighting the importance of focusing on local markets and adopting a patient approach. Also in this episode: Real estate investment is a ten-year journey, not a short-term get-rich-quick scheme. Deepening investments in one market rather than diversifying across various regions lowers risks and improves management efficiency. Hiring a capable property manager turns real estate investment into a passive enterprise, allowing the investor to focus on their main business. Michael Zuber Michael Zuber is Author of One Rental at a Time, a story of working full time and building a real estate portfolio that eventually replaced 2 six figure incomes. Having successfully made the leap from W2 to Financial Freedom 5+ years ago he now spends his time helping others see what is possible with a little focus and daily discipline. One Rental At A Time book by Michael Zuber Stay Connected With Kelly Roach: Instagram | LinkedIn | Facebook | Youtube
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May 30, 2024 • 25min

1029. Divine Guidance in Entrepreneurship: Heather Pettey's Story of Purpose and Service

In this episode of The Kelly Roach Show, Kelly welcomes Heather Pettey to discuss the powerful role of guidance in entrepreneurship, faith, and purpose. Heather shares her transformative experiences that underscore how individuals are strategically placed in life to fulfill a distinct purpose, offering profound insights that resonate with anyone seeking a deeper understanding of their role in the world. They speak on the idea that we are intentionally positioned in our current circumstances, challenging the common feeling of being "stuck." Heather recounts a critical event that reinforced this perspective for her, describing a dramatic situation where she and her husband intervened to assist a woman in distress, perfectly timed to make a significant difference. Also in this episode: People are strategically positioned in their lives for a purpose, rather than being stuck where they are. Serving others brings happiness and fulfillment, often leading to personal breakthroughs and new paths. Creating stillness and asking for divine guidance are pivotal in receiving direction for one's journey. Heather Pettey Originally from the Mississippi Delta and now residing in Memphis, TN, Heather Pettey is a dynamic serial entrepreneur dedicated to inspiring fellow mid-lifers. Her mantra, "We're not too old, it's not too late, and we're just getting started," reflects her belief in purpose and resilience. Heather is a seasoned mindset coach, author, podcaster, and speaker. She hosts the Life Coach BFF Show, a top 2% global podcast where she tackles tough subjects with warmth, humor, and tough love, especially for moms of teens and young adults. Her guidance has been featured on national platforms, including CNN. Beyond her professional endeavors, Heather is a devoted wife of 28 years to David, mother of four, and grandmother to Parker. She champions the importance of essential life skills and manners for the next generation, embodying authenticity, resilience, and faith in all aspects of life. Website: WWW.HEATHERPETTEY.COM Link to purchase book: Keep It Simple, Sarah Instagram @HeatherPettey_ Facebook @HeatherPettey1 Stay Connected With Kelly Roach: Instagram | LinkedIn | Facebook | Youtube
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May 27, 2024 • 21min

1028. The CEO's Role in Sales Management: Why You Need to Get Involved

In this episode of The Kelly Roach Show, Kelly delves into the CEO's role in sales management and the critical significance of environment and leadership in determining an employee's success. Kelly discusses the imperative of establishing a repeatable sales process, advocating for structured metrics and consistent coaching to propel daily sales and sustain business growth. She delivers actionable insights for CEOs and managers to rethink their sales strategies. Also in this episode: The success of an employee is largely dependent on the workplace environment and leadership, which accounts for roughly 85% of their performance. To scale a business, develop a systematic approach to sales that is optimized and capable of replication. Boost your sales team's success with thorough onboarding, regular coaching, and consistent review of sales calls and messages. Use metrics to assess team performance, identify improvements, and encourage continuous feedback. Stay Connected With Kelly Roach: Instagram | LinkedIn | Facebook | Youtube
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May 23, 2024 • 27min

1027. Kelly Roach Unveils the Virtual Business School: Revolutionizing Entrepreneurship

In this episode of The Kelly Roach Show, Kelly delves into her transformative journey of launching her sixth business and revolutionizing entrepreneurship even amidst chaotic timing and without full preparation. She shares invaluable insights from her personal experience, focusing on the crucial strategic considerations for initiating a new venture such as leadership acumen, cash flow management, and market readiness. Kelly discusses the challenges and lessons learned from expanding her business empire, always prioritizing the core value of uncompromised service delivery. She emphasizes the significance of maintaining a single core product and a streamlined growth strategy, highlighted by her transition from 'Kelly Roach Coaching' to 'The Business Advisory.' Kelly also introduces her newest venture, the 'Virtual Business School,' which provides accessible, practical, and timely business education for entrepreneurs globally. Also in this episode: Sustainable expansion focusing on one core product and only considering diversification when leadership and cash flow are strong. The internal buyer's list strategy is essential for businesses to meet buyers' evolving expectations and provide diverse entry points, including low-ticket offers. Businesses must grow slower to ensure long-term success, an approach Kelly embraced for her various ventures. Stay Connected With Kelly Roach: Instagram | LinkedIn | Facebook | Youtube
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May 20, 2024 • 24min

1026. The Key to Sustainable Sales: Prospects, Referrals, Reactivations, and Upsells

Discover how one entrepreneur achieved staggering growth by focusing on leadership, execution, and daily discipline. Learn the secrets of sustainable sales through effective processes, managing prospects, referrals, reactivations, and upsells. Dive into the significance of customer experience and the innovative 'daily profit push' method that keeps sales consistent. Plus, gain insights on empowering your team to foster growth and business freedom!
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May 16, 2024 • 24min

1025. Future-Proof Your Business: Essential Financial Safeguards with Kelly Roach

Discover essential strategies to future-proof your business amidst economic uncertainty. Learn how to establish emergency funds and cut unnecessary expenses for greater stability. Explore the art of negotiating better rates with vendors and the importance of managing corporate credit for potential financing. Evaluate resource allocation for growth and empower your team with a '4X strategy' to boost profitability. Regular financial reviews are key to sustaining success!
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May 13, 2024 • 17min

1024. From Downturn to Upswing: Tactical Advice for Entrepreneurs Facing Economic Instability

In this episode of The Kelly Roach Show, Kelly explores essential business strategies for entrepreneurs facing economic instability and thriving amidst impending market disruptions. She shares insights tailored for small business owners and executive leaders bracing for future economic challenges. Kelly highlights the opportunities for small businesses to grow even during economic downturns due to their minor market share. The discussion then shifts to strategic business adjustments in contraction markets and the importance ofresource management. By merging billion-dollar corporate strategies with savvy online entrepreneurship, Kelly outlines how to effectively harness one's network to ensure sustained business success. Also in this episode: Small businesses with minimal market share have growth opportunities even in economic downturns, provided they pivot and adapt strategically. A strategic approach in contraction markets involves capturing market share from competitors and leaning out expenses, while safeguarding key growth drivers like advertising, team, and education. Leveraging networks for shared resources and referrals saves costs and propel business continuity. A well-managed referral pipeline yields high-quality leads and is pivotal for business growth in challenging times. Book a call to learn about The Advance: https://calendly.com/tyrich/30min Check out The Advance Website: https://theadvancesociety.com/ Stay Connected With Kelly Roach: Instagram | LinkedIn | Facebook | Youtube
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May 9, 2024 • 28min

1023. Revolutionizing Work Schedules: The 3.3 Rule to Combat Burnout with John Briggs | Kelly Roach Show

In this episode of The Kelly Roach Show, Kelly and John Briggs dive into how to revolutionize work schedules using his 3.3 rule to combat burnout. John discusses the 3.3 Rule from his book, a manifesto to not only the accounting industry but to all professionals who face burnout and overwork. His 3.3 Rule argues for a more humane approach to the workday, stating that the most efficient schedule involves working for up to 3 hours followed by a rest period of 30% of that work time. Also in this episode: Many industries, not just accounting, face employee burnout and dissatisfaction due to outdated work models, which lead to significant economic impacts. Studies from institutions like the Princeton Neurological Institute lend credence to the 3.3 Rule, revealing that acknowledging and incorporating natural cycles of focus and distraction into work patterns is beneficial. A more focused workday with intentional breaks leads to happier, healthier, and more productive employees who maintain their passion for their careers. Learn more about Legacy Leaders: https://kellyroachcoaching.com/legacy-leaders-consult/ Get a copy of John's Book: https://33rulebook.com Connect with John's team: https://incitetax.com/contact/ Stay Connected With Kelly Roach: Instagram | LinkedIn | Facebook | Youtube
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May 6, 2024 • 16min

1022. From Offer to Close: Mastering the Sales Hiring Process with Kelly Roach

Dive into essential strategies for mastering the sales hiring process! Learn how to prepare effectively before bringing on a closer and avoid common pitfalls. Discover the importance of having a successful offer and how to nurture leads through strategic calls. Explore the significance of setting clear sales metrics and implementing a persistent follow-up process for closing deals. This insightful discussion equips you with tools to scale your sales team and enhance your business growth!

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