Exit Planning Archives

Human intelligence vs artificial intelligence. Face to face. Duel of views. Hand drawn illustration on a school blackboard.

The Ascending Power of Referrals for Financial Advisors in an AI World

Post published:June 18, 2024

From Seth Godin’s “Spam 3.0” blog: The rise of AI has many implications to all of us. For those, like myself and I hope you, that love doing business directly…

5 Reasons You Always Need A Beginners Mindset With Referrals

Post published:June 11, 2024

As many long time readers/followers will already know, I am slightly obsessed and passionate about #flyfishing and #referrals. While these two areas of my life don’t always overlap, today’s blog…

Photo of a young man with sellotape covering his mouth

What Would You Do If?! Health Scare and the Power of Relationships

Post published:May 30, 2024

If you follow me regularly on LinkedIn, you might have noticed a post I did a week ago about a health scare I had. In short, after a hard week…

“I guess I am back”…John Wick and a Career Rebirth

Post published:May 6, 2024

By the title of this blog, you might come to the conclusion that I am a big fan of the John Wick films and you would be 100% correct. In…

The Ascending Power of Referrals for Financial Advisors in an AI World

5 Reasons You Always Need A Beginners Mindset With Referrals

What Would You Do If?! Health Scare and the Power of Relationships

“I guess I am back”…John Wick and a Career Rebirth

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Strategic Referral Team (SRT) helps professional service firms create ideal client acquisition growth through collaboration, strategy, and systems.