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Top Advisor Podcast™
Ep. #58 – Building Connections with Millionaire Women Through COIs, LinkedIn, and Podcasting with Alice Tang, ChFC, MIM
Have you heard the expression, “The Magic is in the Mix?”
That’s what Alice Tang has done to grow her highly successful advisory practice.
Alice’s formula for success is a potent combination of COIs, Target Marketing, LinkedIn, and Podcasting.
Alice Tang is most 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 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.
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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!
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About Our Guest
Alice Tang started her second career as a financial advisor in 2000. Many of Alice’s clients are female business owners and executives. She strives to be a leader and inspiration to professional women. Alice helps her clients define their relationship with money with a goal to achieve financial freedom by executing her financial planning process and leveraging tax-advantaged strategies. Her vision is a community full of confident and happy retirees, and it starts with women taking charge of their money. Alice has frequently spoken on the topic of “Why Women need to be In Charge of their Money” and “Your Network Your Prosperity – How to Build a Strong Network by Paying It Forward”.
Connect With Alice Tang:
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About Your Host
Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.
Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
Do you know someone Bill should interview (including yourself)?
Do you have a topic you’d like to see covered?
Contact Bill Cates directly: BillCates@ReferralCoach.com
