Sell Without Selling Podcast

Episode #88

Juggling Business and Life Success with Monica Rangel

On the episode, Stacey is joined by Monica Rangel for an eye-opening conversation on balance, networking, and the entrepreneurial spirit.

Key Takeaways:

  • Investment in yourself will always be most important.
  • Networking starts with listening.
  • Work/Life harmony over Work/Life balance.

Monica Rangel is often described as a woman on the go, she is a great resource to her community. If you need something done, she often knows who can help get it done.
As a successful financial professional for the last 14 years, she has gotten to know many aspects of her business. She provides financial planning services in the area of retirement planning, college funding, estate planning, buy sell agreements, executive bonus plans, deferred compensation, 401k roll over’s to IRA’s, Long Term Care planning and Income Protection planning with use of Life Insurance.

Monica grew up in Anaheim, a graduate of California State University Fullerton, where she received her Bachelor of Arts degree in Communications with a minor in Business Administration.

“When you love what you do, you no longer strive for work/life balance. You merge them. You love your life and you love your work.” -Monica Rangel




(First ~2 mins)

Hey, this is Monica Rangel, financial services professional with Efficient Financial and Insurance Solutions, and if you want to learn the six and seven figure science to success, significantly increase your revenue, and learn how to successfully build professional relationships, you should be listening to the Sell Without Selling Podcast with my good friend, Stacey O’Byrne.


Hey. Welcome back to another episode of Sell Without Selling. I am your host, Stacey O’Byrne and I believe that learning the art and the science of how to sell without selling is the only way to achieve high six and seven figure success.

I am really excited to get into today’s episode. Really quick, if you are a business owner, entrepreneur, or sales professional, and you haven’t hit the level of success that you wanted or needed, or if you’re stuck and needing a pivot in your success, or maybe you just want more and you understand the importance of having a coach to help identify the blind spots, increase accountability, and help with success strategies to take you, your business, your income, and your success to the next level. If this sounds like something for you, then head over to There is a quick application there that will lead to  a personal phone call with me to see if we are a great fit for each other. Alright, let’s do this.

I am so excited for you to hear my conversation today with Monica.

Stacey: Monica, welcome to the show.

Monica: Thank you Stacey. I am so happy to see you, and I am so happy to see you succeed. I met you such a long time ago, and I am really happy to be part of your journey and growth.

Stacey: You know what, I gotta tell you, when you and I met at a training event, I just connected with you and we’ve kind of been connected ever since. I’ve watched you through your 2 kids’ births, and now I am watching you develop your little mini you.

Monica: Yes, it’s a lot of fun. It’s been a great experience, definitely motherhood and growing a business at the same time, and knowing both are possible and that you can be successful both being a mother and a business owner. It’s been a great journey. It definitely has its highs and lows, but it’s been a wonderful experience so far.

Stacey: I am really happy you brought that point up because it’s definitely something I want to get into in a little bit – and that is the scheduling of a very successful businesswoman along with raising 2 very incredible kids, who are both in school. Because of the pandemic, because of COVID, you managing their schedules and their education, as well as your business – your growth and your team – it’s all very taxing. And before we go down that conversation, I’d like to really get a foundation for our listeners as to who you are and the journey you’ve taken to get to where you’re at. So, when did you decide you wanted to be in financial planning?

To listen to the rest of this podcast, please click the link below.