Ep 191: Carving Your Own Career Path To Create A Role That Fits Your Unique Strengths with Tiffany Charles
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 25 August 2020
⏱️ 99 minutes
🧾️ Download transcript
Summary
Tiffany Charles is the Chief Growth Officer for Destiny Capital, a hybrid advisory firm based near Denver that oversees $260 million in assets under management for nearly 200 households. Tiffany has crafted a unique role for herself within an independent advisory firm with a focus on building scalable marketing systems to power the growth of the entire firm, instead of focusing on personally prospecting for new business.
Listen in to find out how she moved from focusing on business outcomes to measuring her activity, as well as how this made a positive impact on the firm’s growth. You’ll also learn how she took on the Chief Growth Officer role with her firm as a tie-in to a next-generation succession plan and how she co-created a new vision with the firm to pursue a new niche of working entrepreneurs.
For show notes and more visit: https://www.kitces.com/191
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner, |
| 0:08.4 | speaker and consultant Michael Kitsis to hear stories of how leading financial advisors |
| 0:13.6 | navigated the inevitable challenges that arise on the path to success and get insight from leading |
| 0:19.2 | industry consultants about how to break through to the |
| 0:22.0 | next level in your advisory business. And now here's your host, Michael Kitsas. Welcome, everyone. |
| 0:29.0 | Welcome to the 191st episode of the Financial Advisor Success podcast. My guest today's podcast is |
| 0:35.4 | Tiffany Charles. Tiffany is the chief growth officer for destiny capital, |
| 0:39.2 | a hybrid advisory firm based near Denver, Colorado, that oversees $260 million in assets |
| 0:43.9 | and management for nearly 200 households. What's unique about Tiffany, though, is the way she's |
| 0:49.1 | crafted a unique role for herself as the chief growth officer for an independent advisory firm, |
| 0:54.7 | with a focus not simply on personally prospecting for new business, but building more scalable marketing |
| 0:59.0 | systems to power the growth of the entire firm. |
| 1:02.4 | In this episode, we talk in depth about how Tiffany forge her own career path through the industry, |
| 1:07.4 | starting out first as an executive assistant and then taking on roles in compliance |
| 1:10.9 | in marketing before climbing the ladder from an associate advisor to a lead. The challenge is in building |
| 1:16.3 | a book of clients by the traditional industry approach that may not be authentic to one's natural |
| 1:21.1 | style of marketing. The way Tiffany restructured her own personal focus to move away from business |
| 1:26.2 | outcomes and towards measuring her activity instead, and how Tiffany ultimately created her own personal focus to move away from business outcomes and towards measuring her |
| 1:27.7 | activity instead, and how Tiffany ultimately created her own unique chief growth officer role |
| 1:33.1 | with the focus on the firm's revenue, client experience, brand identity, and culture. |
| 1:38.3 | We also talk about how Tiffany took on her chief growth officer role with her firm as a tie |
| 1:42.6 | into a next-generation succession |
... |
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