Ever feel like you're swimming in a sea of financial pros and still have no idea who to hire for what? Bookkeeper. CPA. Financial Advisor. Tax Pro. Wealth Coach. Fractional CFO. It’s a whole financial alphabet soup.

In this solo Summer of Sass episode, I’m walking you through each of the key money players in your business and helping you figure out exactly who belongs on your financial dream team. If you're growing a business and want clarity on what each expert really does, you need to hear this.

I’ll also show you how I combine mindset, strategy, and money management as both a Wealth Coach and a Fractional CFO. Because you deserve support that’s both smart and sassy.

If you’ve been trying to do it all yourself, this episode will help you stop the confusion and start making confident money moves.

What you'll learn

• What your bookkeeper actually does and what they don’t do
• Why your CPA is not your CFO and why that matters
• The real difference between a financial advisor and a financial planner
• What a tax advisor can do for you all year round
• How a wealth coach supports your mindset and financial habits
• What a fractional CFO really brings to your business
• How combining money strategy and mindset creates bigger results
• What to expect when investing in professional financial support

Tired of the Chaos when it comes to money? Snag my free checklist to find those sneaky profit leaks, track your coins like a boss, and start making smart, sassy money moves today.

https://transcendentwealthco.com/checklist/

If you're ready to change how you manage your money, Book a Wealth Creation Call HERE

Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.

Transcendent Wealth Co. LLC

https://www.transcendentwealthco.com

Facebook: https://www.facebook.com/TheSassywealthqueen

Instagram: https://www.instagram.com/TheSassywealthqueen

Linkedin: https://www.linkedin.com/in/TheSassywealthqueen

This Summer of Sass episode is packed with real talk about sales, mindset, and why confidence is the most important skill you need to grow your business.

Join me, Lisa Marie, The Sassy Wealth Queen, as I sit down with Benjamin Brown, sales expert and author of Master the Art of Closing the Sale. Benjamin is the creator of the Rapid Success Sales Process and a master at helping entrepreneurs shift their mindset so they can sell with ease.

If you've ever said "I'm not a salesperson" or struggled to ask for the sale, this conversation will change how you think about sales forever. It's not about pressure. It's about process, people, and self-belief.

We dive into:

• Why every entrepreneur is in sales, whether you like it or not
  
  
• How your mindset affects your money and your ability to close
  
  
• Why women often undercharge and how to stop
  
  
• How to shift your confidence on consult calls
  
  
• Why referrals matter more than the sale
  
  
• The most surprising sales lesson from a homeless person
  
  
• The simple tip that will instantly improve your sales skills
  
  

💬 Benjamin shares the mindset shifts you need to stop avoiding sales and start growing your income with confidence. Plus, we talk about how scarcity thinking leads to bad money decisions and what to do instead.

✨ CONNECT WITH BENJAMIN BROWN

🌐 Website: https://www.360salesconsulting.com
📅 Book a Free Call: https://www.meetwithbenjamin.com
📕 Book: Master the Art of Closing the Sale – available on Amazon
📺 YouTube: https://www.youtube.com/c/BenjaminBrown563/
🔗 LinkedIn: https://www.linkedin.com/in/360sales/
📘 Facebook: https://www.facebook.com/360salesconsulting
📸 Instagram: https://www.instagram.com/benbrowntre
🐦 Twitter: https://www.twitter.com/team360sales

Tired of the Chaos when it comes to money? Snag my free checklist to find those sneaky profit leaks, track your coins like a boss, and start making smart, sassy money moves today.

https://transcendentwealthco.com/checklist/

If you're ready to change how you manage your money, Book a Wealth Creation Call HERE

Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.

Transcendent Wealth Co. LLC

https://www.transcendentwealthco.com

Facebook: https://www.facebook.com/TheSassywealthqueen

Instagram: https://www.instagram.com/TheSassywealthqueen

Linkedin: https://www.linkedin.com/in/TheSassywealthqueen

Welcome to another bold and brilliant installment of the Summer of Sass series on the Cash and Sass podcast — your go-to destination for women entrepreneurs ready to create sustainable income, expand their visibility, and grow a wildly profitable business without burning out.

This week, I’m joined by the incredible Karen Roberts — podcast strategist, visibility expert, and founder of the Raising Vibrations Podcast Network. Karen shares how she made a powerful pivot from burnout in the fitness industry to building one of the top 1% podcast networks globally.

We’re unpacking everything from building a podcast that brings in leads and clients, to overcoming money blocks, to letting go of the hustle mindset so you can finally create consistent, aligned income.

Inside this episode, you’ll learn how to turn your podcast into a sales machine, grow your business with strategic storytelling, and reclaim your time without sacrificing income or impact.

And don’t forget — this is just one of the powerhouse episodes in the Summer of Sass Wealth Code series. You can binge the rest of the series, right now on YouTube and the podcast feed.

• Why ego-driven business models keep women stuck in hustle
  
  
• The power of sharing your story as a visibility strategy
  
  
• How to build a podcast that brings leads, income, and impact
  
  
• Karen's journey from fitness to founder of a global podcast network
  
  
• What most podcasters get wrong (and how to fix it)
  
  
• Shifting out of scarcity and into sustainable business
  
  
• The importance of asking for help and building a team
  
  
• How podcasting fits into the bigger picture of aligned wealth

Connect with Karen

https://podcastprofitsunleashed.com https://www.facebook.com/karen.roberts.790256 https://twitter.com/krobertsfitness https://www.instagram.com/karenroberts.tv/ https://www.youtube.com/channel/UCJQVgHgHOYR4aYcvncxoA7w https://www.linkedin.com/in/karen-roberts-coaching/

🎁 Karen’s Free Gift: Start & Monetize Your Podcast Workshop

🎧 Listen to all episodes of Cash and Sass wherever you get your podcasts
📺 Binge the full Summer of Sass series on YouTube

Tired of the Chaos when it comes to money? Snag my free checklist to find those sneaky profit leaks, track your coins like a boss, and start making smart, sassy money moves today.

https://transcendentwealthco.com/checklist/

If you're ready to change how you manage your money, Book a Wealth Creation Call HERE

Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.

Transcendent Wealth Co. LLC

https://www.transcendentwealthco.com

Facebook: https://www.facebook.com/TheSassywealthqueen

Instagram: https://www.instagram.com/TheSassywealthqueen

Linkedin: https://www.linkedin.com/in/TheSassywealthqueen