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Join our new 30-Day Automatic Referrals Jumpstart Teleseminar Program and unlock the hassle-free prospecting potential that exists right inside your client list. Dear Advisor: Only one in five advisors has a profitable, effective, and consistent referral strategy. That's a stunning fact we uncovered here at Horsesmouth through our advisor survey program. Those advisors with their own customized referral strategy also happen to be the ones clobbering their own monthly and annual new business goals. They grow their businesses with one happy referral after another…a virtuous cycle of one pleased client who introduces a friend, colleague, or relative to their advisor. And then the process repeats. What about you?Can you put yourself in that picture above? I'm certain you can. All you need to do is commit yourself to a small amount of time this summer and fall to master your own customized strategy. And here's some really good news. We're making it very easy for you to do that. We've created a special program to help advisors like you get past the logistical road blocks and mental hang-ups that so often derail advisors' efforts to master a consistent, effective, client-centered referral strategy. In just four sessions, we'll guide you through crafting your own referral strategy (or reinventing it) so you'll begin bringing in new prospects and opening new accounts with prospects your best clients have identified and recruited for you. Your Automatic Referrals Jumpstart Teleseminar Program Includes:A four-part Automatic Referrals Jumpstart Seminar with Bob David, including these sessions:
Step-by-step program guide: Automatic Referrals: How to Instill Discipline in Your Referral Strategy and Guide Your Clients to Deliver Perfect Prospects Every Time, including:
Special Bonus: FREE e-Book: 25 Tough Referral Challenges—Solved!
This special report by
top referral and marketing experts helps you overcome the top 25
toughest referral challenges. A must have to round-out your new referral
program.
There's nothing more frustrating than working hard solving your clients' problems every day and helping them achieve their goals, and then suddenly being faced with an empty appointment book. Yet that happens constantly to many advisors in this business. Veterans and rookies alike. Horsesmouth research shows there's a simple reason for this. Most advisors don’t have a consistent, repeatable, and easily implemented referral strategy. Yet everyone in the business knows that referrals are the best, easiest, most cost effective way to bring in new prospects. That's why we've put together the Automatic Referrals 30-Day Jumpstart Program. Once you complete the program, you'll have a solid, customized, actionable referral strategy… You'll immediately begin acting on it, bringing in new prospects and opening new accounts with prospects your best clients have identified and recruited for you. Will Automatic Referrals work for you? It's a fair question. And the answer is yes, as long you follow the program and put its strategies and tactics to work. You've got to be committed to making a change. Take a look at these comments from advisors who've already used Automatic Referrals to drive their new referral strategies: Changed My Attitude About Approaching Clients
Network Mapping Totally Different Than Anything Before “I have made referrals a top priority and am changing the way I ask and look for introductions from my clients and connections. Network Mapping is totally different than anything I have used before. I have already tried it with a few clients and it works!!! I think the whole idea of targeted referrals through mapping is truly the way to go, and we are setting up systems to do that.”
—Mike Kaufman, Wirehouse Advisor, Rochester, N.Y., I'm Amazed at What You Get
Automatic Referrals Helps Me Stay Focused “I only recently read the Report, but my referral-generating behaviors are already miles better than before. Before I read Automatic Referrals, I’d been under-utilizing my existing client base, and my approach to referrals was in serious need of systemization and consistency. The mindset that comes from reading and thinking about the concepts in the report helps me stay focused on using referrals to grow my business.”
—Adam Anderson, Regional Advisor, Portland, Ore.,
Not Afraid to Ask for Referrals
Forces Activity, Real World Scenario "In the past, I usually asked for referrals from my most loyal clients or when an opportunity came up in conversation. But I had never mapped client networks or had targeted conversations. "Now I'm using Network Mapping. That concept is key to the program. Things I found valuable in the program included the conference calls to discuss the concepts, the action plan worksheets to force activity and the advisor interviews in each presentation--they helped put it into real world scenarios. It's a good program and I'm much more likely to ask for referrals. Thanks." —Scott Gettel, Portland, Oregon Not Begging for Referrals "My referral strategy used to be nearly nonexistent due to lack of a consistent process. Now I'm much more open to asking for referrals and I understand how to target my referrals. "A good referral program is client and prospect oriented, not me-oriented. The value is in recognizing that you're not just begging for new business when you ask for a referral. Now I see that the first step in targeting a referral program is identifying the A clients and creating an ideal client profile. The program overall was excellent and I'm much more likely to ask for referrals now." —Gary Justice, Kirkland, WA Developing a Referral Mindset "When I started, I didn't have a referral strategy because I'm uncomfortable asking. Now I've completed the networking mapping of the friends and family of two of my clients. It was simple and very effective and the clients also felt good about our interest in helping them. "It was easy to follow the program and the home work forced us to review the material and activate the information. Developing the referral mindset is an excellent foundation and I'm feeling good about the growth."—Mebs Dhalla, CFP, CLU, Toronto, CA. Voila, a Referral "Before, my referrals were hit and miss. I didn't always make it clear what and who I wanted to work with. My guideline for prospective clients was not clear. "Now, I'm bolder and I have a clear definition of who I am interested in working with and I can give clients a clear understanding of my working business model... Now I'm making a list of clients I want to replicate and I'm asking for referrals from friends, colleagues and family members. I just got back from an appointment and voila, a referral!—Hap Cole, Huntington Beach, CA They Both Opened Accounts "Before participating in the program, I was reluctant to ask even though some of my best clients are referrals. I have a plan now and as a result of talking to one of my most ardent supporters, he referred two brothers to me. We met last meeting Saturday morning. They both opened accounts. "I have done the homework and am fairly certain that I now know my "best" client profiles. I have started a birthday campaign and have invited three separate priority clients to lunch on their birthdays and to bring one or two friends whom I don't know. They all accepted and were very pleased with the invitation. "I enjoyed the program's interviews, the well-organized modules and the action steps. " —Pamela Burke, Pepper Pike, OH
Automatic Automatic Referrals Jumpstart Teleseminar Program Agenda
How to Trigger Natural Client Referrals by Conquering Referral Anxiety For many advisors, finding the path to great prospects and wealthy clients starts by winning the struggle that exists between their ears. Fear of rejection and fear of damaging a solid, existing client relationship stops many advisors from taking easy, low-key steps toward naturally extending their advisor-client relationship to the realm of the client's natural network. Learn effective and innovative solutions to banishing referral anxiety. Plus, learn:
In Search of the Perfect Referral—How to Identify Your Ideal Client Top–achieving advisors with strong referral strategies know which clients to include and how to get those clients to point the way to prospects exactly like them. It's much more science than art. Learning the process and then learning to integrate the process into natural client interactions is a major business-building skill you can learn. Also, learn:
How to Build Client Network Maps and Eliminate the 'I-Can't Think-of-Anyone-Right-Now' Response Your clients are the entry points to a vast series of networks filled with people like themselves—families, friends, colleagues and business partners, MANY with similar resources and similar problems as your clients. When you learn to complete "network mapping" exercises for your top clients, you'll reveal a stunning range of referral opportunities to explore with your clients—when you know how to do it correctly. During this session, you'll also learn:
How to Keep Your Referral Circuit Charged Through Superior Follow-up and Client Service When done properly, your referral strategy is actually a highly prized benefit you offer to your best clients. That's right. Let's face it. You can only work with so many clients. So the opportunity to work with you and experience your full attention, your high-quality service, and your effective investment management is something your best clients know is valuable. But you've got to know how to arrive and stay in this vaunted sweet spot. Remember, many clients think a lot less of the service they receive from their advisors than advisors realize. You're more vulnerable to losing clients who've never referred you. And conversely, once a client refers to you, they become more loyal to you. They're yours only to lose. Delivering great client service and superior follow-up is the way to ensure you hold your clients year in and year out. During this session, you'll learn:
NOTE: All sessions are recorded for easy download and listening at anytime. So you don't HAVE TO be available for every session. Course material: Automatic Referrals: How to Instill Discipline in Your Referral Strategy and Guide Your Clients to Deliver Perfect Prospects Every Time
Automatic Referrals spells out:
Listen to Bob David discuss the Automatic Automatic Referrals Jumpstart Teleseminar Program
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Meet
Bob David
During his time at Wachovia Securities Bob was a Senior Manager in the Financial Advisor Best Practices Group and piloted a compelling series of Best Practices interviews of high-achieving advisors. Bob brings his trademarked "best practices" approach to the Jumpstart Program, too. Each session, in addition to including Bob's direction and instruction on the key concepts of the Automatic Referrals approach, will include interviews with advisors demonstrating superior referral strategies that complement the material covered in each section.
Get more referrals or your money-back. Your satisfaction with our Automatic Automatic Referrals Jumpstart Teleseminar Program is 100% guaranteed. But please don't take my word for it that you'll get more prospects and clients after completing our program. Put me to the test: Go through our teleseminar program. Complete your strategy following the Automatic Referrals program and test out your referral strategy for a full year:
Do all of this for the next 12 months. If you don't find yourself getting more referrals and closing more prospects than you ever have before, simply contact us here at Horsesmouth. We'll rush you a complete, 100% refund. No questions asked. No hassles. And no hard feelings, either. We can offer this generous guarantee because Automatic Referrals consistently produces referral breakthroughs for the advisors who have tried it. We're totally committed to helping advisors like you succeed, and we're completely confident you can get more referrals. That's our risk-free guarantee to you. Top 8 Reasons to Join Automatic Automatic Referrals Jumpstart Teleseminar ProgramReason to Join #1: You'll Have a Customized, Operational Referral Strategy in 30 Days. The Automatic Automatic Referrals Jumpstart Teleseminar Program gives you discipline and guidance to master REAL change in how you approach clients about referrals. When you have total control over your referral strategy, you'll have a new level of freedom and autonomy in your business. You'll drive the prospecting process. Reason to Join #2: You'll Lose Your "Referral Fear" Forever. Many advisors get caught in a mind-trap of their own making. Once you work through the Automatic Referrals "referral anxiety" concepts, you'll quickly recognize the unique value you deliver clients and how referral fear totally melts away. You'll eagerly anticipate the chance to discuss referrals with your clients. Reason to Join #3: You'll Build Loyalty Among Your Top Clients. Clients are more loyal—and more profitable—when they're active participants in your referral program. When you engage them the Automatic Referrals way, you strengthen your bonds with those clients and build new business at the same time. Every bit of client service you perform reinforces your referral strategy and your reputation as a top advisor in your community.
Reason to Join #4:
Reason to Join #5:
Reason to Join #7:
Reason to Join #8: Do You Want Referral Alpha? Remember I said in the beginning that our research here at Horsesmouth shows that only one in five advisors has a consistent, effective referral strategy? Those advisors have referral alpha—they get way more new business and reach higher production levels than most of your colleagues in this business. Why? Because they've got a client-centered referral prospecting solution that they use consistently and effectively. The rest of advisors—80% of all 1,660 advisors surveyed by Horsesmouth—said they were unhappy with their referral approach and described it as unfocused, inconsistent, or non-existent. They don't have referral alpha yet because they've not found a balanced approach to capitalize on the enormous prospecting opportunity they face. When you join our Automatic Automatic Referrals Jumpstart Teleseminar Program , we'll walk you step-by-step over to the other side... The place where advisors enjoy a virtuous cycle of clients introducing prospects who become clients and then repeat the process. That's our promise to you. If you're ready to reinvent your approach and attitude about getting more referrals, then I invite you to enjoy the peace of mind and great results of advisors who've fashioned their own hassle-free referral strategy. You can do it now and start enjoying the results when you put the Automatic Referral process into your business today.
FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884, Ext 1(Outside U.S.: 1-212-343-8760) Or click here
P.S. Special Bonus: FREE Bonus e-Book: 25 Tough Referral Challenges—Solved! Plus, get this FREE Bonus e-Book: 25 Tough Referral Challenges—Solved! This special report by top referral and marketing experts helps you overcome the top 25 toughest referral challenges. A must have to round-out your new referral program. Learn More. |
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Easy Listening Options: Attend the sessions over the telephone on specific dates or listen on your own—in the gym, in your car, or at your desk with your own 4-CD set recording of the sessions. (CDs will ship within four weeks from the end of the program). 
Session #1 : Sept. 11th, 4:15 p.m., EST
Session #2 : Sept. 18th, 4:15 p.m., EST
Session #3 : Sept. 25th, 4:15 p.m., EST
Session #4 : Oct. 2nd, 4:15 p.m., EST
