As we wrap up the 2025 Exit Planning Institute Summit — where I’m honored to be the 2024 Member of the Year — I want to share some key insights about collaboration in serving high-net-worth and business-owner clients.
Exit planning is a complex, multi-year journey requiring a team of trusted professionals working seamlessly together. My experience and my book, Can I Borrow Your Car?, use the analogy of borrowing a car to illustrate how we must carefully navigate referrals and collaboration.
When someone refers a client to you, it’s like lending you their prized vehicle — they’re trusting you to drive carefully, respect the rules, and return it in better condition.
By becoming a trusted connector who actively gives referrals and adds value beyond your core service, you become the obvious choice in your industry. This strategy turbocharges your referral pipeline, fills your sales funnel with ideal clients, and builds a diverse, engaged network.
If you’re interested in taking your business a step further, head over to my Substack to read the full article and subscribe to Can I Borrow Your Car.
