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.
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 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.
Referrals Jumpstart Program Includes:
A 4-CD set of recordings of the
Automatic Referrals Jumpstart Program
with Bob David, including these sessions:
- How to Trigger
Natural Client Referrals by Conquering Referral Anxiety
- In Search of the Perfect Referral—How to
Identify Your Ideal Client
- How to Build Client
Network Maps and Eliminate the 'I-Can't
- 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
- 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
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.
How to Get Customized, Client-Centered Referrals
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
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.
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
—Carol Rogers, Independent, St.
31 years in business,
$200 million AUM
Network Mapping Totally Different Than Anything
“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
—Cella Quinn, Independent, Omaha,
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
—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."
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
"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."
Developing a Referral Mindset
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,
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
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
Learn more and sign-up today
Referrals Jumpstart Program CD's
#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
#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
#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
During this session, you'll also learn:
- Why advisors, not their
clients, are responsible for
identifying quality referral
- How to think about referrals in a
- 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
- Case studies—networking mapping in
#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
- How to plan and conduct follow-up
calls and introduction meetings
- How to handle referred prospects'
- The importance of "posture"
- The key steps for proper care
and feeding of referral sources
- How to systematize your follow-up
- 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
Automatic Referrals: How to Instill Discipline in Your
Referral Strategy and Guide Your Clients to Deliver Perfect
Prospects Every Time
- 197-page report guides you step
by step in transforming your
- 13 Action Research Summaries
give you detailed review of each
chapter for fast reference to
- 11 reusable worksheets and
checklists to put your plan into
- 4 detailed case studies
showing how advisors succeed
- Plus, real-life referral
insights gleaned from more than
Get more qualified prospects—join
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
- Why you'll experience higher closing ratios
once you've developed a coherent
- 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
- 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
Learn more and sign-up today
Listen to Bob David discuss the
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
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
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
Reap the rewards of a constant flow of
top-quality prospects and new clients with a
customized client service strategy that produces
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.
Top 8 Reasons to Join Automatic
Referrals Jumpstart Program
Reason to Join #1:
You'll Have a Customized,
Operational Referral Strategy in 30 Days.
The Automatic Referrals Jumpstart
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
the prospecting process.
Reason to Join #2:
You'll Lose Your "Referral Fear"
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
clients and how referral fear totally melts away.
You'll eagerly anticipate the chance to discuss referrals with
Reason to Join #3:
You'll Build Loyalty Among Your
Clients are more loyal—and more profitable—when they're active
participants in your referral program. When you engage them
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
strategy and your reputation as a top advisor in your
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
to contribute to your prosperity throughout your career.
Reason to Join #5:
You'll Sharpen Your
A recent Wharton study of wealthy investors revealed
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
your satisfied clients.
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.
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,
When you're enjoying yourself out in the world—meeting
staying active, contributing to life—you're also a
endorsement of your own business and your own
Reason to Join #7:
You'll Master a Mission-Critical Skill.
Whether you've been in the business 15 months or 15
client referrals is the PROVEN way to grow your
business. No other
approach is more effective, more efficient, and less
But you have to know how to do it right and with
Once you've internalized the
Automatic Referrals concepts, you'll
be more satisfied with your prospecting results and
productive time on other important aspects of your
Completing the program is an achievement worthy of your
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
contain your ideal prospects: including familial,
social, religious, community, and leisure networks. This
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
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
Those advisors have referral alpha—they get way more
new business and reach higher production levels than
most of your colleagues in this business.
Because they've got a client-centered referral
prospecting solution that they use consistently and
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
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
, 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
You can do it now and start enjoying the results
when you put the Automatic Referral
process into your business today.
21 W 38th Street
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
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