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Tiffany Charles

Chief Growth Officer at Destiny Capital. Expert in COI referral marketing and building referral networks for predictable growth.

Best podcasts with Tiffany Charles

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Apr 9, 2025 • 1h 1min

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

Tiffany Charles, Chief Growth Officer at Destiny Capital, specializes in creating effective COI referral networks that drive growth. In an engaging discussion, she shares her three-meeting process to turn casual connections into committed partners. Tiffany emphasizes the power of focusing on 5-7 high-quality relationships over a larger, less effective network. She also explores how to handle unqualified referrals and reveals unexpected professionals who can serve as excellent referral partners, transforming the way advisors approach client growth.