Episode #58 Building Connections that Turn Into Clients Through

Episode #58 Building Connections that Turn Into Clients Through COIs, LinkedIn, Target Marketing, and Podcasting

Listen now

Description

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 … Continue reading Episode #58 Building Connections that Turn Into Clients Through COIs, LinkedIn, Target Marketing, and Podcasting →

More Episodes

See all »

#77 Using Video to Attract, Engage, and Retain Your Ideal Clients with Katie Braden, CFP®

Video marketing is a powerful tool for financial advisors to build trust, provide value, and create meaningful connections with clients. How can you effectively use video to attract clients and maintain strong client relationships? In this episode, Referral Coach Bill Cates interviews Katie...

Published 11/13/24

Top Advisor Podcast

Published 11/13/24

Episode #76 The Power of Total Client Relationships: Transforming Client Engagement for Exponential Growth with Tyson Ray, CFP®, CExP®, CIMA®

Building robust client relationships can lead to an increase in referrals, better client retention, and ultimately, a thriving business. Do you do your financial planning in a vacuum, or do you consider all aspects of your clients’ lives as you work with them? In this episode, Referral Coach...

Published 10/30/24