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
Experiments in Advisor Marketing