Can I Borrow Your Car?

Can I Borrow Your Car?

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June 2025

How to Identify and Cultivate Ideal Clients in a Referral-Driven Financial Practice
Why are ideal clients so critical to the referral process for successful advisers?
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Mike Garrison
Become the Obvious Choice: The Quantum Leap Strategy for Ideal Client Growth
I help financial advisors, CPAs, attorneys, insurance agency owners, and consultants build referral-driven practices with more ideal prospects than they…
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Mike Garrison
Effective Ideal Client Acquisition That You Love—No Matter Where You Are in Your Career
Whether you’re just starting out or you’re a seasoned, successful advisor, the realities of client acquisition remain both deceptively simple and deeply…
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Mike Garrison
How to Select the Right Investment Banker: A Guide for Financial Advisors Navigating Exit Planning
Today’s newsletter focuses on demystifying investment banking in the exit planning process and equipping you with actionable insights to help your…
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Mike Garrison
Why You Need Fewer Prospects Than You Think (If You’re Using Referrals the Right Way)
If you’re a successful professional advisor — whether you’re a financial advisor, CPA, attorney, M&A professional, investment banker, consultant, or…
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Mike Garrison

May 2025

Why Referrals — and Human Relationships — Matter More Than Ever in the Age of AI
You need to stop asking what AI can do for you and start asking what it cannot do for your ideal clients.
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Mike Garrison
Why Every Financial Advisor Needs “Safe Drivers” for Their Business Owner Clients
Hello friends, as many of you know, my mission is to help financial advisors like you fill your sales funnel so full of ideal clients that you need a…
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Mike Garrison
The Role of Value Advisers in Exit Planning and Client Relationships
Value advisers are catalysts for growth and successful exits. Their ability to both persuade and challenge, combined with a collaborative approach…
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Mike Garrison
From Buggy Whips to Breakthroughs: Why Financial Advisors Must Shift from Google Thinking to AI Thinking
If you’re still using AI like it’s Google — typing in random questions, scanning answers, and moving on — you’re not adapting.
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Mike Garrison
Evolving Definitions of Ideal Clients: A “Can I Borrow Your Car?” Perspective
This week, I want to challenge your thinking around the concept of the “ideal client” — a term that’s central to my Can I Borrow Your Car? referral…
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Mike Garrison
© 2025 Mike Garrison
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