Building a Structured COI Referral System That Actually Works (Tiffany Charles)

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Are you struggling to generate high-quality client referrals? Wondering how to build productive relationships with centers of influence (COIs) that actually lead to new business?

In this episode, Tiffany Charles, Chief Growth Officer at Destiny Capital, reveals her proven system for COI referral marketing that generated 18 new high-value clients last year. From identifying potential partners to nurturing relationships that consistently deliver qualified prospects, Tiffany shares her step-by-step approach to building a referral network that drives predictable growth.

Key topics we explore include:

► How to structure a 3-meeting process that turns casual connections into committed referral partners

► Why focusing on 5-7 quality COI relationships is more effective than casting a wide net

► How to maintain professional boundaries and avoid the "friend zone" that kills productivity

► What to do with unqualified referrals to preserve both client and COI relationships

► Which unexpected professionals make excellent referral partners beyond attorneys and CPAs

Whether you're just starting to build your COI network or looking to improve your existing referral relationships, this episode provides a clear roadmap for creating a sustainable growth strategy.

Tune in to learn how to transform your approach to referral marketing and create a steady stream of ideal clients without the constant hustle of digital marketing.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Destiny Capital (Tiffany’s Firm)
• Entrepreneur Aligned
• EOS (Entrepreneurial Operating System)
• Traction by Gino Wickman
• Vistage
• BNI (Business Network International)
• Colorado Society of CPAs
• Steph Bogan