Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!

Listen + Subscribe Now

Top Advisor Podcast™

Ep. #10 – Adding a Target Market to An Already Successful Practice with Tiffany Charles

Even advisors who are already very successful may consider turning some of their focus to a specific target market. They often wonder if they should create a new company name and/or a new website to reflect that specific niche.

There is no right or wrong answer here.

In this episode, Bill Cates speaks with Tiffany Charles, Chief Growth Officer of two financial firms – Destiny Capital and Entrepreneur Aligned. This interview focuses on the process that Tiffany and her partners went through to establish an entirely new target market and brand for their business without losing the traditional part of their practice.

Want More Top Advisor Podcast Episodes? CLICK HERE!

Tiffany discusses:

  • Why she decided to focus on serving certain types of entrepreneurs.
  • The fears, risks and opportunities of the new business approach.
  • The decision to create an entirely new website so as to convey the right messaging that would attract their Right-Fit Clients™ within that specific target market.

 

Resources:  

 

Connect With Bill Cates:

  • Show Transcript

About Our Guest

Tiffany Charles is the Chief Growth Officer of two financial firms – Destiny Capital and Entrepreneur Aligned. Her role is all about growing and expanding opportunities to deliver an unparalleled experience for her clients and team. Her passion is to empower entrepreneurs to live their highest vision and have the opportunity to positively change the world!

Connect With Tiffany Charles:

Never Miss an Episode! 
Click below to subscribe on your favorite podcasting platform.
P.S. Don’t keep Top Advisor Podcast a secret … share with a friend or colleague!

Click Here to Subscribe Tell a Friend

About Your Host

Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.

Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.

 

Do you know someone Bill should interview (including yourself)? 
Do you have a topic you’d like to see covered?  

Contact Bill Cates directly:  BillCates@ReferralCoach.com     


Referral Coach