Imagine getting high-quality referrals 100% of the time. Here's the report that will show you how...

Automatic Referrals: How to Instill Discipline in Your Referral Strategy and Guide Your Clients to Deliver Perfect Prospects Every Time

Get more qualified prospects—order now!

• 197-page report guides you step by step in transforming your referral strategy

• 13 Action Research Summaries give you detailed review of each chapter for fast reference to key points

• 11 reusable worksheets and checklists to put your plan into action

• 4 detailed case studies showing how advisors succeed with referrals

• Plus, real-life referral insights gleaned from more than 1,600 advisors

Why do 87% of clients say they are willing to recommend advisors, but only 11% ever get asked for referrals by their own financial advisor?

We think it's because 81% of advisors say they either have a referral marketing strategy that is unfocused or inconsistent—or worse, have no strategy at all.

You can get a constant flow of quality referrals.

When you implement the powerful principles featured in Automatic Referrals, you'll be poised to join the elite handful of advisors who have discovered how to use referral marketing to lower their client acquisition costs, increase their efficiency, and build a robust book full of high-quality clients.

After spending just a few hours with Automatic Referrals, you'll be on your way to mastering all the techniques you need to start asking the right people for referrals to the right prospects—at the right time, and in the right way, with consistency and confidence.

Automatic Referrals spells out:

• How to motivate your best clients to make referrals to prospects exactly like them.

• How to improve profitability and accelerate the growth rate of your practice.

• Why you'll experience higher closing ratios once you've developed a coherent referral strategy.

• How to avoid the "Experiment Trap" that causes most referral strategies to fail.

• How "warm calls" will become a staple of your prospecting activities.

• How to enhance the quality of your prospect pool.

• Why HNW clients WANT to be referred to you.

• How to use referrals to strengthen your relationships with your best clients.

• How to join the elite corps of advisors who are VERY SATISFIED with their referral strategy.

• The one thing you MUST do in order to super-charge your referral flow.

Here's a link to the complete Table of Contents.

We know that your time is valuable. That's why we refuse to waste it with platitudes or padding. Automatic Referrals contains only the purest boiled-down essence of wisdom, insight and direction you need to turn your referral activities into a referral machine.

You'll learn:

• Why "strategy avoidance" kills your referral flow.

• How to get predictable, consistent results from your referral strategy.

• 8 questions you must answer in order to have a workable referral strategy.

• What it means to "get referrals by design."

• How to gain control over the number and quality of referrals you get.

• How to assess the risks of the "Referral Triangle."

• How to stop clients from creating unrealistic expectations in potential referrals.

• The hidden danger in accepting unsolicited referrals.

• How to identify—very specifically—the types of clients you want.

• How to communicate with referral sources so they follow your directions precisely.

• How to target specific prospects and get actual introductions.

• How to easily create a tailor-made referral process for your business.

Looking for real-world tools and tactics?

The Automatic Referrals Action Research report is designed to take you seamlessly from theory to practice. Every chapter concludes with an Action Summary that crystallizes the important points and makes it easy to review ideas and action steps.

You'll also get 11 worksheets, templates, and checklists that you won't find anywhere else:

• What I Do for My Clients—clearly define and express your value and prepare to ask for referrals with confidence.

• Establish Your Referral Targets—set realistic but ambitious goals for growing your referral business.

• Create an Action Plan—map out a clear, step-by-step route to achieving your referral goals.

• Identifying a Target Market—get a bead on your niche and how you're going to reach the prospects you're after.

• A-Client Analysis—learn to identify the qualities shared by the clients you most want to serve.

• Ideal Client Profile—define your ideal client in vivid detail to help drive higher-quality referrals.

• Mapping Client Networks—gain a clear understanding of the potential clients your referral sources know.

• Prospective Referrals form—create a profile for every important referral source.

• Referral Follow-up Checklist—ensure you never again fail to act on a referral or properly acknowledge your source.

• Call Planning sheet—prepare fully to be more effective on every follow-up call.

• Referral Tracking sheet—keep tabs on your results; you can only manage what you measure.

Learn from real advisors who have mastered the referral game

Automatic Referrals features in-depth case studies about real referral strategies that have created dramatic results:

• How an FA Doubled Revenues—Without a Single Cold Call
  This advisor gave up cold calling and seminars and still increased his revenues by 100% using a four-step process he calls "predatory prospecting."

• How to Use ACT to Maximize Referrals
  This financial planner built a contact management system that helps her follow up on every prospect until they buy or die.

• How to Boost Referrals Using a Client Advisory Board
  This advisor convened a client advisory group, started landing higher-quality referrals, and grew his book by more than one-third.

• Referrals—A Fresh Tack That Yielded $35M
  This 50-something advisor doubled his production in 18 months by cultivating relationships with two key professionals in his small town.

The most important three hours you'll spend on your business this year—guaranteed!

Just imagine that EVERY prospect you meet by referral is not only financially qualified, but is PRECISELY the type of client you dream about helping.

These are clients who are tailor-made for you.

And you are precisely the kind of advisor they always wanted.

When you use the guidelines and tools in Automatic Referrals to build a referral system tailored to you, you will see a dramatic increase in the number of qualified referrals you receive and close.

If you are not satisfied with our recommendations and resources, simply return Automatic Referrals for a 100% refund.

So why wait? Take action now, and start building a referral strategy that will transform your business. Get your copy of Automatic Referrals today.