Intro

I thought I knew everything I needed to know about Center of Influence (COI) marketing.

And then I met Tiffany Charles.

What I love most about Tiffany and her marketing strategy is that she's done the hard work to create a scalable and repeatable process.

Every step of the process has an agenda.

Every agenda results in an action.

And every action has a follow-up plan.

In today's episode, Tiffany is opening up her playbook and sharing her proven, four-step process with us.

She's also sharing:

• COI marketing best practices for financial advisors
• Mistakes and pitfalls to avoid
• Tips for applying her process to any niche

For all the links and resources mentioned this episode, visit www.taylorschulte.com/11