Trending
Alice Tang, a highly successful financial advisor known for her passion for supporting millionaire women and helping the next generation achieve financial success.
It’s no secret that the affluent women’s market is a lucrative, ever-growing niche in the financial industry. This episode touches on this topic AND a whole lot more!
In this episode, Bill Cates interviews Alice Tang, ChFC®, MIM, Vice President and Partner at BPG Wealth Management LLC. Alice is a highly successful financial advisor known for her passion for supporting millionaire women, and helping the next generation achieve financial success.
This interview offers valuable insights into leveraging Centers of Influence, LinkedIn, strategic networking, and podcasting. Alice and Bill dive into the importance of strategy and discipline when targeting this unique demographic, and Alice shares practical advice for building authentic connections, creating impactful conversations. and nurturing relationships.
Alice also shares her inspiring personal journey from growing up in Hong Kong to becoming a successful financial planner in Oregon. She reveals how her podcast serves as a relationship-building tool with clients and shares tips on leveraging LinkedIn for business growth.
Bill and Alice discuss:
- How Alice’s journey led her to focus on successful women and inspired her initiative, Women’s Million Dollar Conversations – featuring interviews with affluent women ($1M+) sharing insights on finance and empowerment.
- Using podcast interviews as a way to build relationships with potential clients, and how it can lead to clients becoming guests (and vice versa).
- Strategies to help financial advisors successfully monetize a podcast.
- Her systematic process for maintaining productive relationships with key centers of influence.
- The importance of having a strategy and being authentic on LinkedIn.
- The need for discipline and consistency for engaging on LinkedIn, and creating meaningful conversations with others in the community.
- … And more!
Related: Achieving Rapid Business Growth as a Financial Advisor