Business
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