Hello friends,
As many of you know, my mission is to help financial advisors like you fill your sales funnel so full of ideal clients that you need a waiting list. That’s not just a dream — it’s a mindset, and it’s the foundation of my giving system for referrals.
Today, I want to talk about a concept from my latest book, Can I Borrow Your Car?, that is more relevant than ever: the critical importance of having “safe drivers” in your referral network, especially when serving business owner clients facing major transitions.
Let’s face it: when you refer a client — especially a business owner with a once-in-a-lifetime liquidity event — you’re not just making a casual introduction. You’re putting your reputation, your relationship, and your client’s future on the line. That’s why I use the term “safe driver”: someone you can trust to handle precious cargo with care, skill, and integrity.
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.
