The process of choosing someone is fairly simple, I will only bring someone else into a client meeting or situation that is going to directly benefit the client. Recently, I have been having end of year meetings with clients and finding out that they either need help with establishing a trust or having some tax issues/questions. In these situations I immediatley think of referral opportunities for both Ariel and Richelle. I simply let the client know that I have someone in my network that could be of help to them. Then just send an introductory email.