In 2024, I was honored to be named the Exit Planning Institute Member of the Year. Not because I had the loudest marketing or the flashiest tech, but because I’ve stayed grounded in what truly builds a practice’s enterprise value: strong relationships, referrals, and relevance.
But staying relevant in today’s world means something different than it did even 18 months ago.
There’s a quote by marketing expert Mark Schaefer that hit me square between the eyes:
“We’re not talking about a tool that simply accentuates our jobs. This is horse-and-buggy territory — if you’re in the horse-and-buggy business, there’s nothing you can learn about cars that will save your business… this is a fundamentally new day.”
Here’s the stark reality: If you’re still using AI like it’s Google — typing in random questions, scanning answers, and moving on — you’re not adapting. You’re making buggies. And no amount of polish on a buggy is going to help you compete with someone driving a Ferrari.
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.
