Imagine Getting 2-3 Highly Valuable New Clients Every Month...Or More.

Join our Automatic Referrals Jumpstart 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.

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 year 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.

A 4-CD set of recordings of the Automatic Referrals Jumpstart Program with Bob David, including these sessions:

1. How to Trigger Natural Client Referrals by Conquering Referral Anxiety
    
2. In Search of the Perfect Referral—How to Identify Your Ideal Client
    
3. How to Build Client Network Maps and Eliminate the 'I-Can't Think-of-Anyone-Right-Now' Response
    
4. How to Keep Your Referral Circuit Charged and Maximize Results Through Superior Follow-Up and Extraordinary Service  

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:

• 197-page report guides you step by step in transforming your referral strategy
   
• 13 Action Research Summaries give you detailed reviews 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

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.
 

Learn more

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 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

“I never had an understanding of how to appropriately position asking for referrals. Even the first three chapters completely changed my attitude about how to approach clients. We have approximately 10 or 11 referrals that have been given to us just since we have been experimenting with this. The average client size is $1 million to $3 million.” —Carol Rogers, Independent, St. Louis, Mo., 31 years in business, $200 million AUM

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.,
13 years in business,
$100 million AUM

I'm Amazed at What You Get

“This program has helped me focus on asking for more referrals, and I’m amazed that when you ask, you get. I had wanted to target a certain trade segment, so I asked some clients who had a connection with it. They had been clients quite a few years, and they were marveling at how their funds had done. So I said, ‘Do you know a lot of people you work with who maybe don’t have this type of a portfolio? What about your trade association?’ And they said, ‘Of course! We’ll send you the roster.’ I got 50-some names and email addresses and phone numbers! Your training helped me focus on asking for the specific thing that I needed. Thank you!” —Cella Quinn, Independent, Omaha, Neb., 32 years in business, $158 million AUM

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.,
15 years in business,
$50 million AUM

Not Afraid to Ask for Referrals

“Automatic Referrals is one of the top four things that have revolutionized my career. The client networking map has made me aware of subtle opportunities that I had been overlooking previously. I am no longer afraid of asking for referrals or introductions because of this program—it has essentially cured my phobia. I am about to complete the best year of my career, and it’s largely due to Horsesmouth and Automatic Referrals.” —Dennis Gibb, RIA, Redmond, Wash., 32 years in business, $1.5 billion AUM

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, 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.

—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.

—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

Learn more and sign-up today

Automatic Referrals Jumpstart  Program CD's

Session #1: 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:

• Why advisors typically have a distorted view of how clients perceive them and their value
   
• Understanding why traditional approaches often don’t work
   
• How to change your thought patterns to overcome referral anxiety
   
• When and how to initiate referral conversations that flow naturally and how to avoid phrases that can turn clients off
   
• Understanding the three most common causes of referral anxiety and how to beat them
   
• Developing the right mind-set based on client psychology

Session #2: 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:

• Why a strategic referral process matters and what it entails
   
• How to identify and overcome the most common hindrances to successful referral marketing
   
• How to establish effective referral goals
   
• Why careful targeting is critical in the referral process
   
• How to identify appropriate target markets
   
• Five ways advisors can test the suitability of their chosen target market
   
• Why it's so valuable to analyze your existing client base
   
• The key benefits of articulating an Ideal Client Profile
   
• The five key qualities of an "A" Client
   
• How advisors can clone their best clients

Session #3: 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:

• Why advisors, not their clients, are responsible for identifying quality referral prospects
   
• How to think about referrals in a client-centered way
   
• Why asking for introductions is more effective than asking for "referrals"
   
• How to give clients "traction" when asking for referrals and introductions by using a targeted approach
   
• How to identify the prospects you want and then use "network mapping" to gain access to those prospects, with the help of your existing clients
   
• Case studies—networking mapping in action

Session #4: 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:

• How to plan and conduct follow-up calls and introduction meetings
   
• How to handle referred prospects' objections
   
• The importance of "posture"
   
• The key steps for proper care and feeding of referral sources



• How to systematize your follow-up process
   
• How to translate referral goals into concrete action steps and track results
   
• Why client service and referral marketing are inseparable.

Learn more and sign-up today

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:

• 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

Learn more and sign-up today

Listen to Bob David discuss the Automatic Referrals Jumpstart  Program.

Interviewed by Edward Klink.

Meet Bob David

Each Jumpstart session will be delivered by the insightful and energizing Bob David.Bob is a 20+ year veteran of the financial services industry having worked as both advisor and branch manager for Merrill Lynch, Paine Webber and Prudential Securities (prior to its acquisition by Wachovia).

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.

Our 100% Risk-Free GUARANTEE

Get more referrals or your money-back. Your satisfaction with our Automatic Referrals Jumpstart  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  program. Complete your strategy following the Automatic Referrals program and test out your referral strategy for a full year:

• Develop new confidence when you conquer your referral fears

• Enjoy prospecting clarity when you identify your ideal referral prospects

• Pinpoint the location of your best prospects when you build your client network maps

• Reap the rewards of a constant flow of top-quality prospects and new clients with a customized client service strategy that produces automatic referrals

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, we'll completely refund 100% of your purchase price—guaranteed, no questions asked. Just call and tell us you're returning all the materials to Horsesmouth at: Horsesmouth, 21 W. 38th St., 14th Fl., New York, NY 10018. Phone: 212-343-8760, Ext. 1.

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.

Reason to Join #4:

You'll Learn Proven Concepts and Get Guaranteed Results.

Here at Horsesmouth, we're committed to helping you grow your
business. That’s why we developed the Automatic Referrals Jumpstart Program and that’s why we can guarantee the results. It’s been field tested by real advisors like you.

So there's only upside potential for you. Completing the Automatic Referrals Jumpstart Program will be among the best business
development investments you'll make this year. And it'll continue
to contribute to your prosperity throughout your career.

Reason to Join #5:

You'll Sharpen Your Competitive Edge.

A recent Wharton study of wealthy investors revealed that almost
4 in 10 are barely satisfied with their advisors. They're ripe for
the picking. All they want is to be introduced to you by one of
your satisfied clients.

Automatic Referrals shows you how to guide your clients to deliver
perfect prospects every time. It's a hassle-free approach to prospecting.

Reason to Join #6:

You'll Experience More Time to Enjoy Life.

Automatic Referrals helps you build an efficient, controllable flow
of prospects. You won't waste time and money pursuing less profitable marketing tactics, so you'll have more time out of the office having fun with clients, friends, and family.

When you're enjoying yourself out in the world—meeting people,
staying active, contributing to life—you're also a walking
endorsement of your own business and your own self-confident and
energetic style.

Reason to Join #7:

You'll Master a Mission-Critical Skill.

Whether you've been in the business 15 months or 15 years, getting
client referrals is the PROVEN way to grow your business. No other
approach is more effective, more efficient, and less expensive.
But you have to know how to do it right and with consistency.

Once you've internalized the Automatic Referrals concepts, you'll
be more satisfied with your prospecting results and spend more
productive time on other important aspects of your business.

Completing the program is an achievement worthy of your time.

Reason to Join #8:

You'll Map the Shortest, Fastest Route to the Best Prospects.

Each one of your clients is at the nexus of multiple networks that
contain your ideal prospects: including familial, professional,
social, religious, community, and leisure networks. This is why
Horsesmouth research shows many 'B' and 'C' clients often deliver
'A' prospects—you've just got to ask them the right way.

The Automatic Referrals program is your opportunity to craft a
proven, client-centered solution to your prospecting needs.

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 Referrals Jumpstart 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.

Learn more

Best,

Sean Bailey
Editor-in-Chief
Horsesmouth
21 W 38th Street
14th Floor
New York, NY 10018

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..