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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