Welcome back, to the 191st episode of Financial Advisor Success Podcast!
My guest on today’s podcast is Tiffany Charles. Tiffany 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. What’s unique about Tiffany, though, is the way she’s crafted a unique role for herself as the chief growth officer for an independent advisory firm with a focus not simply on personally prospecting for new business but also building more scalable marketing systems to power the growth of the entire firm.
In this episode, we talk in depth about how Tiffany forged her own career path through the industry. Starting out first as an executive assistant and then taking on roles in compliance and marketing before climbing the ladder from an associate advisor to a lead, the challenges in building a book of clients by the traditional industry approach that may not be authentic to one’s natural style of marketing, the way Tiffany restructured her own personal focus to move away from business outcomes and toward measuring her activity instead, and how Tiffany ultimately created her own unique chief growth officer role with the focus on the firm’s revenue, client experience, brand identity and culture.
We also talk about how Tiffany took on her chief growth officer role with her firm as a tie-in to a next-generation succession plan for the firm. Why it was so appealing to join a firm that was already in the midst of transitioning to the next generation of leadership, how she negotiated her role to become a new partner with the firm, and the way she co-created a new vision with the firm and her new partner to pursue a new niche of working with entrepreneurs.
And be certain to listen to the end, where Tiffany shares the challenges in transitioning an advisory firm from a lifestyle focus to a path of growth. Why even if you have an aspirational vision of someday leading an advisory firm, often the key experiences that shape you come from those early entry-level roles that are still so valuable in the early stages of our own careers, and the power of finding a mentor and investing into a coach to help get perspective on how to navigate the key steps of your career along the way.