Listen to the Podcast Strategic Referral Team Blog Find advice and insights on building referrals from Mike Garrison. On June 5, 2025 How to Select the Right Investment Banker: A Guide for Financial Advisors Navigating Exit Planning On June 3, 2025 Why You Need Fewer Prospects Than You Think (If You’re Using Referrals the Right Way) On May 29, 2025 Why Referrals — and Human Relationships — Matter More Than Ever in the Age of AI On May 22, 2025 Why Every Financial Advisor Needs “Safe Drivers” for Their Business Owner Clients On May 20, 2025 The Role of Value Advisers in Exit Planning and Client Relationships On May 15, 2025 From Buggy Whips to Breakthroughs: Why Financial Advisors Must Shift from Google Thinking to AI Thinking On May 13, 2025 Evolving Definitions of Ideal Clients: A “Can I Borrow Your Car?” Perspective On May 8, 2025 Are You A Safe Driver? Navigating Collaboration With Other Professionals In The Exit Planning Process On May 6, 2025 Charismatic Collaboration On May 1, 2025 Introduction to Modern Exit Planning: Setting the Stage for Growth and Collaboration Video Library