Articles by Mike Garrison
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Most Advisors Pick the Wrong Clients
Why the Best Advisory Firms Treat Client Selection Like a Professional Sports Scout
- Ideas and Innovation for Financial Advisors - Advisorpedia
Trying Harder Is Costing You Referrals
That sounds counterintuitive. We’ve been told our whole careers that effort is the answer. When it comes to referrals, the opposite is often true.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Scaling Beyond Yourself Without Losing Presence
Why the most successful advisors I know are often the least free. And what the Kitces data is quietly telling us about how to fix it.