Lessons Learned

Baird, Martin R.
December 2008
Advisor Today;Dec2008, Vol. 103 Issue 12, p62
Trade Publication
The article highlights the valuable lessons for generating referrals to build a business, with reference to the current financial turmoil facing advisors in the U.S. It emphasizes that the financial crisis was caused by no one owning the mortgage deals at the root of the problem. Moreover, it relates that the mistakes that led the country into a financial mess are the same mistakes many financial professionals make when it comes to generating more referrals.


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