Tag Archives: Website

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

February 14, 2024Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top AdvisorsAlice Tang, Authenticity, Bill Cates, Clients, COI's, Community, Consultant, Decision-Making Processes, Discipline, Engage, Engagement, Experiences, Financial Advisors, Financial Planning Firm, Give Back, Hong Kong, Humble Beginnings, LinkedIn, Meaningful Comments, Millionaire Women, Monetized, Oregon, Podcast, Potential Clients, Prospecting, Referral Process, Relationships, Social Media, Strategy, Successful Women, Support, Target Marketing, Top Advisor, Top-Performing Advisor, True Self, Website, Womentopadvisorpodcast

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!

Resources:

Connect With Bill Cates:

Connect With Alice Tang:

About Alice Tang:

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”.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Episode #55 Tracking Success: Measuring the Impact of the Client Journey in Financial Planning with Kalli Fedusenko

January 3, 2024Education, Finance, Marketing, SpeakingAwareness, Client Acquisition, Client Feedback, Client Journey, Engagement, Financial Advisors, Financial Planning, Interest, Kalli Fedusenko, LinkedIn, Onboarding Experience, Ongoing Relationship, Personalization, Podcast, Positive Client Experience, Prospect Experience, Referrals, Relationships, Social Media Reach, Top Advisor, Valuable Content, Website, YouTubetopadvisorpodcast

Are you winging it when it comes to serving your client all along the client journey?

Or do you embrace and follow a clear strategy for enhancing client and prospect experiences and establishing strong relationships with them throughout the entire client journey?

Attending to all phases of the client journey will always be the fuel to your success.

In this episode, Referral Coach Bill Cates interviews Kalli Fedusenko, Founder of KalliCollective. They explore the crucial aspects of building relationships with clients and prospects via the powerful client journey process. She Kalli delves into the stages of the client journey and the power of online platforms in your marketing. Also, KellyShe also discusses surprising topics to share that resonate with clients.

Bill and Kalli discuss:

The different stages of the client journey and what to monitor.
Viral content delivered by advisors – specific success examples.
The links between the client journey, client experience, and marketing.
Why to keep sending your clients back to your website (where YOU control content and experience) rather than just your social media.
Strategies for boosting website engagement and follow up.
The importance of making your website your content hub for prospects and clients.
Why personal content creates the biggest impact with clients.
Specific examples and case studies showcasing successful results.
The value and risks of posting stock content.
Strategies for making it easier for clients to refer advisors.
…And more!

Resources:

RapidFire Referrals

Connect With Bill Cates:

Connect With Kalli Fedusenko:

About Kalli Fedusenko:

Kalli Fedusenko is the founder of KalliCollective, a firm specializing in marketing for the financial services industry.

With over 10 years of experience in the financial planning industry, a former position as Digital Marketing Coach For The FPA, and being formerly licensed with the series 7 & 63, Kalli can provide you with an insight and understanding into your practice and objectives. She specializes in brand strategy, web content strategy, video content planning, and more. This powerful combination of creativity and strategy makes Kalli the most effective guide to give your brand a voice.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Episode #45 How to Revolutionize Digital Marketing for Financial Advisors with Stephen Beach

August 2, 2023Education, Finance, Marketing, Speaking, UncategorizedAdvisors, Branding, Business Marketing, Case Study, Client Relationship, Client Success Map, CMO, Cognitive Fluency, Craft Impact, Digital Marketing, Financial Advisors, Financial Growth, Financial Plan, Lead Magnet, Marketing, Messaging, Messaging Strategy, Podcast, Referrals, Target Clientele, Top Advisor, Websitetopadvisorpodcast

Digital marketing for financial advisors can be an overwhelming and/or confusing topic for many.

Financial advisors are often challenged by what marketing strategy is right for them, how to communicate their value, and what outside resources might be right for them.

Can you relate?

While Bill Cates is the recognized expert and supreme advocate for growing through referrals and personal introductions, there are certain tactics and strategies in the world of digital marketing for financial advisors that shouldn’t be ignored.

This is a Case Study Episode of Top Advisor Podcast.

In this unique episode, Referral Coach Bill Cates interviews Stephen Beach, Co-Founder of Craft Impact, about their work with Burney Wealth Management. They discuss Burney Wealth’s marketing struggles prior to working with Stephen, and how he and his firm helped them develop effective messaging, a results-generating website, and greater overall clarity in their marketing. All of this work has served as a turbo charger to the referral culture Bill had already helped Burney Wealth develop and implement.

Bill and Stephen discuss:

Why a website can be a financial firm’s most important digital asset along with some specific, implementable strategies.
Why Burney Wealth decided to offer a sample financial plan template to visitors of their website and how this strategy has exceeded their expectations.
Craft Impact’s approach to messaging, including internal workshops using the StoryBrand framework and external interviews with clients.
The importance of messaging on a website, specifically the banner, and how it should be emotionally appealing to potential clients.
The definition of cognitive fluency and Stephen’s method of helping advisors explain their process in a visual manner.
The importance of providing relevant information, checklists, or other tools valuable enough that potential clients are willing to submit their contact information on the website in order to receive them. (Often called, “Lead Magnets.”)
…And more!

Resources:

RapidFire Referrals
Burney Wealth Management – Website
Email Bill to get the guide on how to build a radically relevant website bill@referralcoach.com

Connect With Bill Cates:

Connect With Stephen Beach:

About Stephen Beach:

Stephen Beach co-founded a growth and communications agency for a few reasons, among them: to create a successful company that offers employment opportunities, to be a role model to his son, to grow from the challenges of creating a sustainable business, and to help other small and medium size businesses grow their revenue and teams through inbound marketing.

After graduating from the University of Notre Dame and working for a large pharmaceutical advertising agency, Stephen knew he wanted to create a new kind of marketing agency- one with fresh ideas, personalized support, and proven ROI without the big agency prices and overhead.

Stephen continues to be a Notre Dame college football fan despite attending the university during the underwhelming Charlie Weis era and the more recent years of disappointment. He loves golf, craft beer (of course) and traveling with his wife, and being a father to his children Auggie, Lola, and Oakley.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More