BELLEVUE, Wash. — Consultant Dan Allison has an adviser who taught him a valuable lesson that went beyond financial advice. The planner's client had mentioned his name to a colleague with a wife and five kids, a $500,000 salary and bad spending habits. The planner didn't follow up with the client.

Instead, he merely thanked his client for passing his name along, taking it for granted he wouldn’t be hearing from the prospect.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access