Tiffany Charles

Tiffany Charles, Chief Growth Officer at Destiny Capital, unveils her proven four-step process for effective Center of Influence (COI) marketing. She emphasizes the importance of intentional networking, guiding advisors on how to qualify leads through strategic introductory calls. Tiffany shares best practices for financial advisors, common pitfalls to avoid, and how to nurture impactful relationships within their communities. Her insights on structuring follow-ups and fostering reciprocity are invaluable for building long-term, mutually beneficial connections.

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.