Habits to Develop Authentic Relationships with Alice Tang
Release Date: 11/16/2021
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Professional services firms often face a growth ceiling — struggling to scale without losing client relationships or service quality. In this episode of the Measure Success Podcast, Carl J Cox sits down with Mohan Rao of KnownWell to discuss how AI can help break through that barrier. Mohan explains how their platform turns everyday communication data into actionable insights, helping firms identify client risks, spot expansion opportunities, and strengthen account management. We also explore the “Playing to Win” strategy framework and how it applies to service-based businesses. Tune in...
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Measure Success Podcast
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Measure Success Podcast
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Measure Success Podcast
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Measure Success Podcast
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Measure Success Podcast
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Measure Success Podcast
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Measure Success Podcast
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info_outlineWhen it comes to building networks, many believe that you need to know a lot of people or spend a lot of time networking, but Alice Tang has proven otherwise.
As a Vice President and Partner at a full service multi-generational full service financial planning firm in Oregon, a top female producer in the financial industry, and a sought-after speaker, she has built her business and success by focusing on
creating and deepening relationships one connection at a time.
Originating from humble beginnings in Hong Kong, Alice quickly realized that relationships are the key to success as she watched her father build his business. As the first in her family to earn a college degree, Alice graduated from the University of London, where she met her husband, Horace.
She immigrated to the U.S. without a network, family, or a community and started a career in financial advising.
After years of following the “tried and true” advice for networking and building a business, Alice realized it is not scalable, there are only so many hours in the day! So, she set out to create a system that is not only scalable but also has exponentially grown her network, business, and success
ever since.
As an advocate for female professionals and helping the next generation succeed, Alice has unveiled her process to the world and now helps professionals catapult their success and that of their networks through her no-nonsense practical approach to building connections.