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Mike Garrison

Roanoke, United States

Christ Follower | Passionate Fly Fishing Angler | Business Coach & Exit Planning Expert | 2x Best Selling Author | C3D CEPA | 3x Exited Founder

Mike Garrison Points
Academic 0
Author 5
Influencer 31
Speaker 0
Entrepreneur 0
Total 36

Points based upon Thinkers360 patent-pending algorithm.

Thought Leader Profile

Portfolio Mix

Company Information

Areas of Expertise

AI 30.01
Business Strategy 30.06
CRM 30.03
Finance 30.42
Marketing 30.01
Personal Branding 30.10
Privacy 30.08

Industry Experience

Publications & Experience

5 Author Newsletters
Live by the Sword, Die by the Sword
Linkedin
July 28, 2026
This week's newsletter was inspired by one of my daily "Under the Hood" videos, which you can find on YouTube or LinkedIn.

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Tags: Business Strategy, Marketing

The Fee Opacity Thesis Is Here
Linkedin
July 21, 2026
Last week I told you a paper was coming. Today it is here.

The Fee Opacity Thesis white paper (my first ever!) went live this week, and it says one thing plainly: wealth management is not facing a single disruption; it is splitting into two separate businesses, and the fault line running through the middle is not artificial intelligence. It is opacity.

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Tags: Business Strategy, Finance

The Fee Opacity Thesis: What Independent RIA Owners Need to Face About Pricing and Referrals
Linkedin
July 14, 2026
Your best client cannot explain what you do

Ask them.

Not if they are happy. They are still paying you. Of course they are happy. Ask the only question that matters.

Ask your best client to describe what you do, out loud, in the words they would use with a stranger who has never heard your name. Then be quiet. Do not help them. Do not tidy it up. Let them talk until they run out of things to say.

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Tags: Finance, Personal Branding

AI Ate the Information. It Still Can't Get an Introduction.
Linkedin
July 09, 2026
A friend sent me the new BCG white paper (you can read it here) on how AI is rewiring wealth management, and I want to be fair to it. This is a good paper, and the direction is right. AI is going to reshape the delivery economics of advice, and any firm telling itself otherwise is going to get run over. I will go further than BCG did on that point. Financial planning, portfolio construction, servicing, compliance, that work is getting commoditized faster than most owners want to admit, and pretending your version of it is special is not a strategy…it's a fantasy.

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Tags: AI, Finance

HubSpot Forgot to Ask: A company built on permission spent four days proving why the whole thing runs on it
Linkedin
July 07, 2026
Last week HubSpot did something that should matter to anyone whose business runs on trusted introductions: they forgot to ask for the keys...

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Tags: CRM, Privacy

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