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.

Money-Back Guarantee and Shipping Info

Our No-Risk, 100% Money-Back Offer: If you are not satisfied with Automatic Referrals, simply return it within 30 days for your 100% refund and any state taxes you may have paid on the purchase.

Just mail your report back to us with a note (address below) and we'll gladly refund your money. Here's the address you must use for returns:

Horsesmouth, LLC
21 W38th Street, Fl 14
New York, NY 10018

Shipping Info: Your report will be shipped to you within two business days of your order at Horsesmouth. Your report will be sent U.S. Postal Media Mail and should arrive within a week to 10 days.

Shipping and handling for single reports is $5 in the U.S. and $15 outside the US.

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

Questions? Need help?
Contact: Member Support
1-888-33-MOUTH
(Outside US call 212-343-8760)
AutomaticReferrals@horsesmouth.com

100% Satisfaction
Guaranteed!
Questions? Call (888) 33-MOUTH

Take your first step to building a referral strategy that really works—order today!

Automatic Referrals $99

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
"I want to build my business

"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








Take your first step to building a referral strategy that really works—order today!

Automatic Referrals $99

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