Personal Finance Queen

Connect with Rebecca:

Have you taken the Discover Your CEO Personality Quiz? I would love it if you share it on Instagram, tag me, or send me a DM and let me know!

Thank you for tuning into my podcast. If you enjoyed the show, please be sure to follow, share with your business besties, and leave a review.

For more on how to create the systems and structure that will finally give you the freedom in your business that you have always desired as you scale, join me in my free Facebook Group:

Thursday Jan 06, 2022

Reflections on 2021: Pivoting, mindset shifts and the highs & lows of my business

Thursday Jan 06, 2022

Does being transparent about your business and reflecting on the previous year make you nervous? Have you drawn back the curtain to show your followers a peek into behind the scenes of your business? It's hard to be vulnerable and transparent about our business, but I want to share this with you in hopes that you will be able to relate in some way and feel inspired.

I'm excited yet nervous to reflect on what has happened this past year in my business. So grab your favorite beverage, and let's chat about pivoting, mindset shifts, and highs and lows in my business in 2021.

"Push through the failure, push through things that don't work as planned, and keeping the mindset and belief that you got this, you can do this, has been a learning lesson that I have learned in ways that are unparalleled to what I have learned in the past." - Rebecca Kay.

Highlights include:

Reflecting (2:20)
Pivoting in my business (4:06)
A failed launch leading to change (5:13)
Scrapping my Side Hustle Sucess packages (7:12)
Making an impact with VIP days (9:04)
Lessons learned and Ah-ha moments (9:44)
Mindset is everything (12:00)
No one is going to get you the results but you (14:02)
Balancing my career and side business (15:58)
My theme for 2022 (18:10)

Have you reflected on 2021 yet? Or did this episode get you ready to sit down and journal out your takeaways of last year? I'd love to know! Come chat with me on Instagram or join my free Facebook Community.

Mentioned Resources

Connect with Rebecca:

Have you taken the Discover Your CEO Personality Quiz? I would love it if you share it on Instagram, tag me, or send me a DM and let me know!

Thank you for tuning into my podcast. If you enjoyed the show, please be sure to follow, share with your business besties, and leave a review.

For more on how to create the systems and structure that will finally give you the freedom in your business that you have always desired as you scale, join me in my free Facebook Group:

Thursday Dec 30, 2021

How to plan your year with a project management system

Thursday Dec 30, 2021

Does your desk look like an advertisement for Post-it notes? If you love using paper and sticky notes for planning, know you're not alone. But eventually, you will want to start using a project management tool for your planning. Trello, Monday, ClickUp, Asana - there are many to choose from and what best fits your business needs.

Today I'm not going to focus on which platform you use, but how to use your platform as a tool to help you plan out and keep accountable for the things you want to achieve in the upcoming year. I'm sharing this, the 4 A systemization and automation process, because it is part of my VIP days, and I've seen success implementing these processes.

"Brainstorming, it's important to have your ideas somewhere. I cannot count the number of times I have forgotten some of the ideas that I have come up with because I have not typed them out in a searchable digital application or digital platforms. " - Rebecca Kay.

Highlights include:

Audit and assess the previous year (2:58)
Automation in your business (4:42)
A sign (6:51)
Aligning (9:55)
Action steps (12:24)
Dissect the four quarters (13:39)
KPI's and how close you are to your goal (14:58)
Brainstorm and keep a digital list of ideas (16:26)
Planning templates (18:41)

What is your project management system of choice? Are you utilizing it to plan your year? Or, will you jump in and implement the steps I mentioned in this episode? I'd love to know! Come chat with me on Instagram or join my free Facebook Community.

Mentioned Resources

Business Dashboard Toolkit

Connect with Rebecca:

Have you taken the Discover Your CEO Personality Quiz? I would love it if you share it on Instagram, tag me, or send me a DM and let me know!

Thank you for tuning into my podcast. If you enjoyed the show, please be sure to follow, share with your business besties, and leave a review.

For more on how to create the systems and structure that will finally give you the freedom in your business that you have always desired as you scale, join me in my free Facebook Group:

Ep 28. Why doing everything on your own is not a strategy

Thursday Dec 23, 2021

The 6 must-have tools to manage your virtual team

Thursday Dec 23, 2021

Are you setting your business up for success in the long run? Or are you wanting instant gratification of seeing immediate benefits like when you post on Instagram? Growing a team and having the right systems to support your team is what you do for the long game with a long-term strategy.

Have you been enjoying this series on team and systems strategy? What are your thoughts on episodes 28, 29, and 30 in this four-part series? If you haven't tuned into the previous episodes, hit pause and do that, and then I'll meet you back here to talk about the 6 must-have tools to manage your virtual team.

Today's topic is such an important one to talk about now. I want you to start thinking of what you want to do differently? How do you want to set up your systems? How do you want to think about growing your team? And how to set up the structure that will allow them to thrive and enable you to succeed without feeling that this is giving you more stress.

Are you ready? Grab a notebook and pen, and let's get started.

"I want you to focus on what you are putting into those tools, the processes, the SOPs, the workflows. That is going to make a difference in how these tools help you manage your business more efficiently and effectively." - Rebecca Kay.

Highlights include:

Don't use the iPhone Notes app to run your business (4:30)
Team Management and how are you utilizing it (5:24)
Manage your team like a boss lady with Slack (8:48)
Collaborate and storage with Google Workspace (10:10)
Integrate and track time with Toggle (10:52)
Visual learning and SOP videos with Loom (11:47)
Record and facilitate meetings via Zoom (13:13)

Are you currently using any of these tools in your business? Is there a tool you didn't think about that you will implement in the new year? I'd love to know! Come chat with me on Instagram or join my free Facebook Community.

Mentioned Resources

Ep 29. 4 mistakes to avoid when hiring in your business

Ep 30. How to prepare your business for massive growth with a team

Loom Referral

Connect with Rebecca:

Have you taken the Discover Your CEO Personality Quiz? I would love it if you share it on Instagram, tag me, or send me a DM and let me know!

Thank you for tuning into my podcast. If you enjoyed the show, please be sure to follow, share with your business besties, and leave a review.

For more on how to create the systems and structure that will finally give you the freedom in your business that you have always desired as you scale, join me in my free Facebook Group:

Ep 28. Why doing everything on your own is not a strategy

Thursday Dec 16, 2021

How to prepare your business for massive growth with a team

Thursday Dec 16, 2021

Do you also consider adding team members when you think about your business growth? If you don't, you should. If we want to achieve specific growth goals in our business, we need a support system, and we need a team to help us grow our business. Your team will be crucial in your growth and your overall strategy.

Before I dive in, have you listened to episodes 28 and 29 yet in this four-part series? If not, hit pause and do that, and then I'll meet you back here to talk about how to prepare your business for massive growth with a team.

Today, I'm diving into 5 limiting beliefs that may be holding us back from putting a team in place. I will also share the proprietary method that I take clients through to ensure their businesses are well prepared. After this episode, you'll be ready to kick those limiting beliefs out of the way and get to growing your team to prepare for massive growth. Are you ready? Grab a notebook and pen, and let's get started.

"Having a dream team in place to help you scale to the next level is not just about hiring the right person. It's about preparing your business so that your team is set up to succeed " - Rebecca Kay.

Highlights include:

Why am I so passionate about growing your business (3:07)
I can't, it's too expensive (4:35)
I'm giving my revenue and profits away (5:40)
It's quicker if I do it myself (7:06)
No one does it better than me (8:11)
I can get to the next level on my own (10:07)
Assess what you do each day in your business (11:43)
Audit these tasks (12:20)
What tasks can be automated? (13:03)
Assign and align (14:33)
Process and structure (15:02)
Prepare before you are ready (15:50)
Systems setup (16:44)
Shift your mindset (17:23)

How are you preparing your business for massive growth with a team? Is there a limiting belief that is stopping you? I'd love to know! Come chat with me on Instagram or join my free Facebook Community.

Mentioned Resources

Ep 29. 4 mistakes to avoid when hiring in your business

Design your dream team

Connect with Rebecca:

Have you taken the Discover your CEO Personality Quiz? I would love it if you share it on Instagram, tag me, or send me a DM and let me know!

Thank you for tuning into my podcast. If you enjoyed the show, please be sure to follow, share with your business besties, and leave a review.

For more on how to create the systems and structure that will finally give you the freedom in your business that you have always desired as you scale, join me in my free Facebook Group:

Ep 28. Why doing everything on your own is not a strategy

Thursday Dec 09, 2021

4 mistakes to avoid when hiring in your business

Thursday Dec 09, 2021

When you hear team members, do you immediately think permanent hire? There are a lot of misconceptions about what I mean when I reference a team member. It does not have to be a permanent hire; it can be someone you bring on for a short-term basis. Before I dive in, have you listened to episode 28 yet in this four-part series? If not, hit pause and do that, and then I'll meet you back here to talk about how to avoid mistakes when hiring in your business.

Today, I'm diving into 4 mistakes to avoid when hiring in your business. After this episode, you'll see why hiring is such a strategic part of your business. Also, why hiring and team strategy are congruent with your system strategy. So grab a notebook and pen, and let's get started.

"You need to have the foundational systems and organization set up so that your team members can actually be successful in their roles " - Rebecca Kay.

Highlights include:

Why this topic (3:54)
Mistake #1 - Not being clear (5:19)
Mistake #2 - Hiring too late (6:37)
Mistake #3 - Hire first, organize later (8:49)
Mistake #4 - Thinking hiring is a magic bullet (10:22)

Have you made any of these mistakes in your business? Are you thinking about who to add next to your team? I'd love to know! Come chat with me on Instagram or join my free Facebook Community.

Mentioned Resources

Design your dream team

Connect with Rebecca:

Have you taken the Find Your Project Management Quiz? I would love it if you share it on Instagram, tag me, or send me a DM and let me know!

Thank you for tuning into my podcast. If you enjoyed the show, please be sure to follow, share with your business besties, and leave a review.

For more on how to create the systems and structure that will finally give you the freedom in your business that you have always desired as you scale, join me in my free Facebook Group:

What are SOPs and why you need them to scale your business

Thursday Dec 02, 2021

Why doing everything on your own is not a strategy

Thursday Dec 02, 2021

Have you been thinking about managing and growing a team for strategic scaling and growth in your business? Then you are not going to want to miss our four-part series. And I know, you are probably scratching your head and thinking to yourself - I thought Rebecca is a systems and automation strategist? Short answer, yes! Your system strategy needs to be in line with the vision for your business and who you want to support your business.

Today, I'm tackling why doing everything on your own is not a strategy. Your systems need to grow, be flexible and adaptable as your business grows, and bring on new people. If you feel that the DIY route is the best strategy for your business, listen to this episode. The DIY way is not a long-term strategy. I'll walk you through what is necessary to prepare for the growth of your team and business.

"Your systems and team strategy go hand in hand; you cannot do one without the other." - Rebecca Kay

Highlights include:

You cannot buy time (4:03)
Be a captain (5:56)
Standard operating procedures (6:48)
Hiring in reactive mode and not proactive mode (8:34)
The lesson I learned (10:01)
What is on your outsourcing list (12:40)
Signs you are ready to outsource (13:56)
Don't wait until you're overwhelmed to start (15:17)
Leverage help to free up time to maximize your income generating tasks (16:18)

Are you currently doing everything on your own? Have you been thinking about outsourcing but not sure how to get there? I'd love to know! Come chat with me on Instagram or join my free Facebook Community.

Mentioned Resources

7 Steps to create effective SOPs and how to automate them

Design your dream team

Connect with Rebecca:

Have you taken the Find Your Project Management Quiz? I would love it if you share it on Instagram, tag me, or send me a DM and let me know!

Thank you for tuning into my podcast. If you enjoyed the show, please be sure to follow, share with your business besties, and leave a review.

For more on how to create the systems and structure that will finally give you the freedom in your business that you have always desired as you scale, join me in my free Facebook Group:

Thursday Nov 25, 2021

How to become the 6 Figure CEO and Ignite your results ft. Julie Ciardi

Thursday Nov 25, 2021

Do you hear chatter about six-figure, seven-figure, and even eight-figure metrics? It seems like everyone is talking about them, right? But how many people are actually talking about who you need to be to hit those elusive metrics in your business? Sure there is talk about the marketing strategy and the sales strategy, don't get me wrong, these are important. What's more important? WHO YOU need to be is so much more important.

Today, I have the wonderful opportunity to chat with a coach that brings together the mindset work with the strategy work to get those results. It's not just about being a "doer" of all the things in your business, but it's about being the CEO you are working so hard to be.

Julie Ciardi is a former Fortune 500 marketing executive who has taken her passion for business & marketing to help women create businesses & income streams that create passion, purpose, profit and protection for themselves and their families. Julie is the podcast host of IGNITE Her Mind, which I highly recommend.

If you feel stuck, or if you feel like you've tried all the strategies in your business, or if you feel like you can't get to this next level - this episode is for you!

"Perfection is just a fancier, more acceptable way to say I'm procrastinating on something." - Julie Ciardi.

Highlights include:

About Julie, her journey, and how she is supporting women in business (5:35)
Breaking through her predetermined path and making her success (8:24)
Where should you start, marketing? mindset? (14:47)
Perfection is just a fancier word for procrastination (20:39)
Stand guard to the door of your mind (27:31)
Julie's favorite book (30:17)
Superpower = Flying! (31:05)

Do you guard the door to your mind? Did this conversation inspire you to get started or dive deeper into what that means for you? I'd love to know! Come chat with me on Instagram or join my free Facebook Community.

Connect with Julie:

Text "Rebecca" to 617-752-8155

Email "Rebecca and that you'd love a copy of the responsibility article" team@julieciardi.com

Connect with Rebecca:

Have you taken the Find Your Project Management Quiz? I would love it if you share it on Instagram, tag me, or send me a DM and let me know!

Thank you for tuning into my podcast. If you enjoyed the show, please be sure to follow, share with your business besties, and leave a review.

For more on how to create the systems and structure that will finally give you the freedom in your business that you have always desired as you scale, join me in my free Facebook Group:

Thursday Nov 18, 2021

How to dominate your Facebook Ads Strategy with Katie Colella

Thursday Nov 18, 2021

Facebook ads, funnels, and sales automation - oh my! Did you cringe at all those words? Think they sound too technical? Maybe you rolled your eyes, saying to yourself that Facebook ads are dead and not worth your time? Or perhaps you've invested in Facebook ads and felt let down.

Today, I'm bringing in a strategist to demystify these concepts and give practical steps to putting these in place for your business. I'm also thrilled to say that Facebook ads are still a highly effective way of generating quality leads in your business. Sure there is an investment that is required, but strategy and planning are key.

Katie Colella is a Facebook ad and sales funnel strategist. She has a degree in social media and is a number 1 Amazon best-selling author. Kaite is passionate about helping other female entrepreneurs set up a marketing strategy that works for their business and lifestyle. She loves the tech side and increasing visibility and growing your email list. If you are ready to pass your struggles from where you are to where you want to be, you don't want to miss this episode!

"It's a mix of getting that right image or video to the right audience, the correct headline, the right copy in front of that correct audience in terms of what their pain points are, and their obstacles are, and what they need a little bit of help with." - Katie Colella

Highlights include:

About Katie, her journey, and what she's currently doing (4:48)
Creating her version of location freedom (7:38)
Systems she leans into to achieve this freedom (12:34)
Is Facebook a magic wand or part of a bigger strategy? (17:00)
Common mistakes with ad strategy (20:55)
What conversion events are doing well (22:51)
Facebook Reels?! (24:34)
When is the best time to invest in marketing (25:28)
Sales funnel first or focus on Facebook ad strategy (28:38)
Tips to simplify the process (30:12)
A lifetime supply of washing machine tables? (33:43)

Do you utilize a Facebook ads strategy? Or did this conversation inspire you to get started? I'd love to know! Come chat with me on Instagram or join my free Facebook Community.

Have you taken the Find Your Project Management Quiz? I would love it if you share it on Instagram, tag me, or send me a DM and let me know!

Thank you for tuning into my podcast. If you enjoyed the show, please be sure to follow, share with your business besties, and leave a review.

Connect with Katie:

Facebook Community

Connect with Rebecca:

For more on how to create the systems and structure that will finally give you the freedom in your business that you have always desired as you scale, join me in my free Facebook Group:

Thursday Nov 11, 2021

How to scale your business with a sustainable Pinterest Strategy ft. Domitille Sia-Holik

Thursday Nov 11, 2021

Does anyone else love getting on Pinterest and scrolling for the latest how-to or birthday planning ideas? Did you know that you can utilize it for your business? Pinterest, I think, is one of the internet's best-kept secrets. With 450+ million active monthly users, think about the untapped audience you have access to.

Today, I'm bringing in a specialist to help you find out how to get started with Pinterest and start putting in a sustainable marketing strategy to start getting leads coming to your business. The best part? You can do this even in your sleep!

Domitille Sia-Holik is the founder of Mademoiselle Social. She is a Pinterest Strategist that helps coaches and service providers create a sustainable marketing strategy using Pinterest as their primary tool for lead generation and online visibility. You don't want to miss this episode!

"On Pinterest, you have to think that it's a cold audience. They want to know what you can bring them regarding solutions and services and answers to their questions." - Domitille Sia-Holik

Highlights include:

About Domitille and her business (5:31)
How Pinterest works (6:36)
Want to get started on Pinterest? (8:07)
A few no, no's (13:32)
Repurpose reels to Pinterest - good or bad idea? (17:17)
The optimal ratio between your content and promoting others (17:43)
What Pinterest likes (19:17)
Creating a consistent plan (20:28)
Batching helps you be intentional and have stats for your pins (22:36)
Three pillars of Pinterest (23:43)
Trends to be aware of (26:34)
Idea pins for educating, not entertaining (28:29)
Final tips from Domitille (29:15)

Are you on Pinterest? Or did this conversation inspire you to grab Domitille's guide for beginners and get started? I'd love to know! Come chat with me on Instagram or join my free Facebook Community.

Have you taken the Find Your Project Management Quiz? I would love it if you share it on Instagram, tag me, or send me a DM and let me know!

Thank you for tuning into my podcast. If you enjoyed the show, please be sure to follow, share with your business besties, and leave a review.

Connet with Domitille:

Pinterest Guide for Beginners

Connect with Rebecca:

For more on how to create the systems and structure that will finally give you the freedom in your business that you have always desired as you scale, join me in my free Facebook Group: