Listen to the Podcast Strategic Referral Team Blog Find advice and insights on building referrals from Mike Garrison. On June 24, 2025 How to Identify and Cultivate Ideal Clients in a Referral-Driven Financial Practice On June 17, 2025 Become the Obvious Choice: The Quantum Leap Strategy for Ideal Client Growth On June 10, 2025 Effective Ideal Client Acquisition That You Love—No Matter Where You Are in Your Career 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 Video Library
