Building a Women-Focused Practice with Tracy Baron Garcia

In this episode of The Finance Marketing Podcast, Hillary sits down with Tracy Baron Garcia, Founder of TBG Investing and TBG Prosperity, to explore how financial advisors can build a successful niche practice focused on women. Drawing from her 25+ years of finance experience and personal journey, Tracy shares how she's created an environment where women feel comfortable discussing money and investing. She reveals practical strategies for building trust through authentic marketing, from leveraging LinkedIn to joining women's groups, while demonstrating how sharing personal experiences can help attract ideal clients who share your values.

Connect with Tracy:

• Financial Planning: TBG Investing   
• Financial Education/Speaking: TBG Prosperity  
• LinkedIn: Tracy Baron Garcia, CFP 

Disclosure: TBG Investing is a Registered Investment Adviser in the state of Oregon. Advisory services are only offered to clients or prospective clients where TBG Investing and its representatives are properly registered or exempt from registration. This podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. 

The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer or solicitation to buy or sell investments. All investment strategies can result in a profit or a loss. 

The advertisements played during this podcast are controlled by the hosting platform and not by TBG Investing and TBG Investing is not responsible for the content or suitability of any advertisements heard during this program. 

You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host/interviewee on the date of the program and are subject to change. 

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