Listen to the Podcast Strategic Referral Team Blog Find advice and insights on building referrals from Mike Garrison. 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 On April 29, 2025 Unlocking Growth and Exit Success: The Power of Centers of Influence and the “Can I Borrow Your Car?” Methodology On April 24, 2025 Navigating the Exit Planning Process: Avoiding Car Wrecks in Business Transitions On April 22, 2025 Simplifying the Referral Process: A Strategic Approach for Financial Services Leaders On April 17, 2025 Authenticity, Vulnerability, and Why Referrals Win In The Age of AI On April 10, 2025 Seizing Opportunities: The Importance of Client Relationships in Financial Planning During Market Turmoil Video Library
