Thinking Bigger When the Industry is Dismantling

“Don’t work in a silo. If your client needs a tax professional, don’t just wish them luck; connect them, coordinate with them.”

“In every market in the country, a by-referral agent is the best agent from a client-experience standpoint and should be the number one agent in the market. It just becomes a question of where you want to put your attention: is it on finding the client or serving the client?”

“Don’t have such a fragile business that you’re depending upon any one source, let alone those relationships in life that matter the most to you. Friends and family should be icing on the cake—but the cake itself comes from building professional referral networks.”