COI Marketing: A Proven Step-by-Step Process with Tiffany Charles
Experiments in Advisor Marketing
English - November 26, 2019 08:00 - 57 minutes - 39.5 MB - ★★★★★ - 130 ratingsMarketing Business Management Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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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 nicheFor all the links and resources mentioned this episode, visit www.taylorschulte.com/11