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Experiments in Advisor Marketing

Nov 26, 2019

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