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In this episode of The Kelly Roach Show, Kelly dives into year-end tax strategies for business owners with expert insights from tax advisor John Briggs. As the year draws to a close, proactive tax planning becomes essential for entrepreneurs looking to minimize tax burdens and enhance financial benefits. Briggs shares actionable, easy-to-implement tips, covering often-overlooked areas such as reviewing business entity choices, optimizing deductions, and accurately calculating estimated tax payments. This episode highlights the importance of reassessing business structures—whether LLC, S Corporation, or C Corporation—to align more strategically with financial goals. With practical advice on identifying deductible expenses and setting up a tax payment plan to avoid penalties, this discussion equips business owners with the tools to confidently manage year-end tax planning. Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/ C

In this episode of The Kelly Roach Show, Kelly dives into the "Characteristics of Clients That Win," offering insights for high-performing entrepreneurs on the behaviors and mindsets that drive success. Inspired by Dr. Alexandria Rosa, the discussion explores traits like a beginner’s heart, strong self-leadership, and the power of embracing failure for growth. Kelly highlights the importance of flexibility, quick recovery from setbacks, and consistently "running the reps" in business, akin to athletic training. This episode provides a holistic perspective on aligning personal values with professional strategies for lasting business growth and success. Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/   Also in this episode: Adopting a beginner’s heart by being open to new knowledge and discarding preconceptions is crucial for learning and growth. High adaptability and fast recovery rates are vital for overcoming obsta

In this episode of The Kelly Roach Show, Kelly dives deep into strategies for accelerating the fast buying process with your top-tier elite customers. She breaks down effective approaches to increase conversion rates of high-value clients and drive business growth. Packed with insightful advice and actionable tips, Kelly illustrates how to successfully navigate big deals and create sustainable success. Kelly highlights the importance of a structured sales pathway to consistently guide potential customers through the buying process. She underscores the value of delivering without expecting immediate returns, emphasizing how this builds trust with high-level clients. Additionally, Kelly explores how maintaining visibility can expedite decision-making, and shares how leveraging in-person relationship-building opportunities—and associating with respected figures—can significantly boost credibility and accelerate the sales cycle. Book a Call: Get personalized guidance and achieve your goals by booking a call with

In this episode of The Kelly Roach Show, Kelly explores the role of a thought leader in navigating the challenges of going against the grain, where expressing counterintuitive perspectives can be both powerful and polarizing. She shares how integrating faith into her business aligns personal values with professional goals, offering a strategic framework for entrepreneurs to make intentional decisions about thought leadership. Kelly emphasizes the importance of sharing purposeful, solution-oriented messages on social platforms that resonate with one’s core mission and audience. Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/ Join us inside The Virtual Business School: https://go.virtualbusinessschool.com/email-sales-page    Also in this episode: When sharing core beliefs or counterculture topics, ensure that they align with your personal and professional mission. For effective thought leadership, draw connections bet

In this episode of The Kelly Roach Show, Kelly explores the essential role of personal branding for entrepreneurs in navigating today's unpredictable business environment. As the landscape shifts—evidenced by the collapse of downlines in multi-level marketing companies—Kelly offers critical insights to help entrepreneurs safeguard their business strategies. She highlights the risks of relying too heavily on a single platform or revenue stream and underscores the importance of diversifying customer acquisition channels to shield businesses from unforeseen disruptions. Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/ Join us inside The Virtual Business School: https://go.virtualbusinessschool.com/email-sales-page   Also in this episode: Business strategies and personal brands must adapt to the inevitability of change, ensuring resilience in uncertain environments. Instances of account shutdowns, censorship, and changes

In this episode of The Kelly Roach Show, Kelly dives into crucial client retention strategies to help retain top-tier clients and maximize their lifetime value within your business. With an economic recession looming, Kelly emphasizes the importance of focusing on client retention as a cost-effective strategy, equating keeping an existing customer with acquiring a new one. Through engaging insights and practical advice, she reveals how businesses can leverage alumni communities, memberships, events, and other innovative approaches to sustain long-term client engagement. Kelly presents six actionable strategies beyond traditional customer retention methods—highlighting the power of creating alumni communities, offering alumni memberships or events, and crafting trust-builder offers to foster ongoing client relationships.  Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/   Also in this episode: Host an annual alumni even

In this episode of The Kelly Roach Show, Kelly dives into how to maximize your consultations to drive sales for service-based businesses, offering actionable advice customized to different stages of business growth. Whether you're a CEO, marketer, or business leader, mastering the ability to fill your calendar with qualified leads is crucial for sustainable growth. Kelly explores a wide range of effective methods for generating consultations, including direct emails, social media strategies, live streaming, and leveraging compelling client success stories. By emphasizing the power of live streaming and personalized invitations, this episode is set to revolutionize the way businesses connect with potential clients and consistently book high-value consultations. Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/   Also in this episode: Implement daily strategies to consistently book consultations and drive sales in any ser

In this episode of The Kelly Roach Show, Kelly dives into the crucial topic of monetizing roles within a company. Emphasizing the importance of aligning staff contributions with business profitability, Kelly offers actionable strategies for ensuring each team member has a clear path to driving financial value. She underscores the necessity of having open, transparent conversations about targets and accountability to maintain a thriving, sustainable business. Kelly discusses various roles within a company—from sales and marketing to operations and customer service—and outlines specific monetization strategies for each. By focusing on areas like renewals, referrals, and reactivations, she illustrates how businesses can optimize team performance and enhance profitability. She also stresses the importance of leadership in guiding teams towards these goals through consistent training and clear communication.   Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https:/

In this episode of The Kelly Roach Show, Kelly dissects the evolving relevance of Facebook groups for business growth and sales conversions. If you recall the prominence of Facebook groups five years ago, you'll want to tune in to understand why they are making a comeback and how they can be pivotal in nurturing and engaging your leads effectively. Kelly outlines four key reasons to reinvest in Facebook groups, emphasizing their role in improving sales efficiency, enhancing engagement, and providing a structured approach for nurturing leads throughout elongated buying cycles. By leveraging Facebook groups strategically, businesses can optimize their lead management and ultimately drive higher conversions.    Book a Call: Get personalized guidance and achieve your goals by booking a call with Kelly Roach: https://kellyroachcoaching.com/book-now/   Also in this episode: Facebook has reinvented the way groups draw attention and engagement, making them crucial in today's sales strategies. Using Facebook group

In this episode of The Kelly Roach Show, Kelly highlights key aspects of buyer readiness that may be hindering your sales and shares tips to fix them quickly. She explains how understanding modern buyer interactions and streamlining the sales process can help small business owners and sales teams convert prospects more effectively. Kelly emphasizes that most buyers are almost ready to purchase when they first connect with your brand, so it’s important to recognize this and avoid overwhelming them with too much information. Effective sales involve listening more, focusing on core needs, and identifying buying triggers.   Also in this episode: Effective sales require you to ask a few open-ended questions and then listen to understand the prospect's needs and buying criteria. Make your offerings and call-to-action steps clear and easily accessible to avoid overwhelming potential buyers. Most leads are well into their buying journey when they contact you. Recognize and adapt to their readiness to buy. Pro

In this episode of The Kelly Roach Show, Kelly shares how to uplevel your brand with actionable business and leadership lessons to help entrepreneurs build scalable, sustainable businesses. She discusses "Five Mistakes to Avoid When Upleveling Your Brand," drawing from her extensive experience. Kelly explains that rebranding can take 12 to 24 months and emphasizes the importance of a solid transition plan to maintain cash flow. She advises repurposing proven strategies and aligning your brand’s messaging, visuals, and overall strategy for a smooth transition. She advises against discarding proven strategies, highlighting the benefits of repurposing successful tactics for your evolving audience.  Also in this episode: Understand that elevating your brand is a long-term commitment, often taking 12 to 24 months. Set realistic expectations and stay dedicated throughout the process. Develop a plan that maintains revenue flow while you build your new brand. Leverage successful past strategies and adapt them t

In this episode of The Kelly Roach Show, Kelly unlocks invaluable insights into customer retention, highlighting how enhancing the customer experience is key to long-term business success. She emphasizes that thriving businesses go beyond merely acquiring new customers—they prioritize retaining them. Kelly dives into actionable strategies that can significantly boost customer satisfaction and loyalty. She outlines four essential steps to reduce customer turnover and elevate retention rates, ensuring clients feel valued and supported right from the start. She also explores the importance of a strong onboarding process, clear communication of the success journey, and delivering early wins—all crucial elements that lay the foundation for lasting customer relationships.   Also in this episode: Balance automated onboarding processes with personal interactions to ensure customers don’t miss crucial information and feel supported. Clearly communicate the success journey and milestones customers expect to achieve

In this episode of The Kelly Roach Show, Kelly shares why she chose homeschooling for her daughter, Madison, to align education with her family's values. She discusses the steps she and her husband, Billy, are taking to ensure a holistic, value-driven approach that prioritizes faith and family while balancing her entrepreneurial life. Kelly highlights the benefits of homeschooling, such as flexibility, freedom, and the ability to guide Madison's moral and ethical development. She also addresses the limitations of traditional education, emphasizing the importance of real-world skills, independence, and a strong faith foundation at home.   Also in this episode: Homeschooling provides the freedom to travel and navigate family schedules without being constrained by a traditional school calendar. A significant part of choosing to homeschool is ensuring moral and ethical teachings align with the family's values and faith. Homeschooling allows more quality time with children, fostering stronger family bonds an

In this episode of The Kelly Roach Show, Kelly reveals how to write your bestselling book fast with proven strategies tailored for busy entrepreneurs. She shares insights on overcoming time challenges and explores non-traditional writing methods, including audio dictation and repurposing existing content, to turn your ideas into legacy-building bestsellers. Kelly dispels the myth that writing requires weeks of seclusion, offering practical solutions that fit an entrepreneurial lifestyle. Drawing from her experience with multiple bestselling books, she emphasizes the value of having a reliable team to handle daily operations, freeing you to focus on projects that create long-term passive income. If writing a book feels daunting, this episode delivers the actionable steps you need to start and succeed.   Also in this episode: Build a capable team to handle everyday business operations, giving you the freedom to focus on writing your book. Utilize existing content, such as workshop materials or recorded webi

In this episode of The Kelly Roach Show, Kelly delves into the concept of the wealth mindset, exploring the crucial distinctions between being wealthy and merely being rich—an often misunderstood idea with significant implications for both business strategy and personal fulfillment. She provides actionable insights on constructing a balanced life that is not only financially rewarding but also enriched with time, relationships, and overall satisfaction. Kelly highlights that while being rich typically focuses on financial gain and success, building true wealth involves a holistic, multidimensional approach. True wealth encompasses not just financial stability but also ample free time, mental well-being, and meaningful relationships. Also in this episode: Building wealth is a slow, compounding process over decades, ensuring a balanced life. Choosing long-term wealth over short-term riches prevent burnout and provide deeper fulfillment. Business strategies should integrate goals that promote overall lif

In this episode of The Kelly Roach Show, Kelly dives into the intricacies of launching a profitable membership, community, or subscription service. Drawing from her firsthand experience in launching the Virtual Business School monthly membership, Kelly offers a well-rounded perspective on the pros and cons, delivering valuable insights into the strategic considerations essential for success. She openly shares her journey, detailing the transition from high-ticket sales to a membership model, while emphasizing the critical roles of timing, market understanding, and robust infrastructure. While launching a membership service may initially seem straightforward, Kelly unveils the hidden complexities, including challenges like customer acquisition, managing churn rates, and the vital need for an established audience. Also in this episode: A membership model should be lean and easy to manage if you have existing systems and a dedicated team in place. Launching a membership model is more efficient and profitab

In this episode of The Kelly Roach Show, Kelly Roach and Cathy Heller discuss the journey of redefining your path after failure. Cathy, a motivational author and podcast host, shares her remarkable journey from securing a record deal to pivoting towards licensing her music for TV and advertisements, eventually finding her true calling as a spiritual guide and podcaster. This conversation delves into how Cathy harnessed her faith and divine purpose to create a life overflowing with abundance and positivity. They discuss her upcoming book on living abundantly, her profound spiritual insights, and the transformative experiences that shaped her path.   Also in this episode: Recognizing that you are divinely chosen for a mission each day and living in alignment with this higher purpose. Understanding that abundance and fulfillment come from a deep spiritual connection and engagement with divine love. Shifting the focus from external validation to internal fulfillment and recognizing the miraculous when on th

In this episode of the Kelly Roach Show, Kelly addresses a vital question for business owners seeking business efficiency while facing stagnation or overwhelm: "What would someone do if they acquired your company today?" Kelly breaks down the actionable steps she took to rejuvenate one of her newly acquired companies and shares her structured approach to offer a comprehensive roadmap for entrepreneurs to overcome indecision, procrastination, and outdated business practices.    Kelly shares a detailed case study of transforming a company she invested in, explaining the eleven critical moves she executed—from staff restructuring and offer simplification to price adjustment and brand redesign. Emphasizing the importance of aligning your business model with market demands, she provides a wealth of practical advice for business leaders aiming to scale and thrive.   Also in this episode: Always ask, "What would someone do if they acquired your company today?" to gain fresh perspectives and identify necessary chan

In this episode of The Kelly Roach Show, Kelly dives into Adam Kroener’s, co-founder of Carbliss, transition from a personal health quest to founding a thriving beverage brand with a strategic market launch. Adam explains how his product stands out in a crowded market and explains the strategic approach he and his team have taken to break into and expand within the beverage industry. By prioritizing product differentiation, a personable brand image, boots-on-the-ground tactics, and wider distribution, Carbliss has been able to maintain rapid growth and strong consumer loyalty. Adam also provides insights into overcoming industry challenges and the importance of patience and calculated risk in business scaling.   Also in this episode: Establishing a personal connection with consumers and maintaining an on-ground presence has been critical to Carbliss's success. Physical engagement with both on-premise (bars and restaurants) and off-premise (retail stores) locations strengthens market penetration. Deliber

In this episode of the Kelly Roach Show, Kelly walks us through strategies to eliminate over 20 hours of work each week for CEOs and business leaders by optimizing their schedules. Focused on creating an effective and balanced CEO schedule, the episode dives into actionable steps for lowering stress, freeing up more personal time, and maintaining efficiency in business operations. Kelly emphasizes the importance of setting recurring time blocks, batch scheduling, concentrating on high-priority tasks, and delegating or eliminating non-essential activities.   Also in this episode: By setting recurring time blocks for crucial tasks, you eliminate the need for weekly scheduling, saving both time and effort. Organize your recurring tasks into categorized theme days or half-days to minimize task switching and maximize efficiency. Commit to your scheduled meetings and recurring time blocks to avoid loss of productivity and maintain team efficiency. Shorten and batch meetings by having a clear agenda and prep