So from the tax preparer's perspective, what makes a good referral partner and an advisor?

it does still seem like it's more the exception than the norm that there is a consistent referral flow from tax professionals to financial advisors.

I know financial advisors who have built significant portions of their business based on those referral relationships, but it's not automatic.

It's not commonplace unless you're really intentional with how that happens.

And so some of the things that set those advisors apart is they've taken the time to make it really clear to that tax professional in their life of here are the types of clients I serve, the types of problems I solve.

Here are examples of how we deliver value to our clients different than our peers.

And here are the things that you can be on the lookout for that would say, hey, it's time to give Mike a call.

So I'm interested to hear your perspective on how you see the relationship evolving going forward and how you see the profession evolving going forward.