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  • Horsesmouth director and resident referral expert Miriam Lawrence is the primary author of the Automatic Referrals action research report and has been helping financial advisors hone their marketing, prospecting, and business planning skills for more than 10 years.

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referral reading & resources


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    How To Grab CPA Referrals by the Dozens
    Daryl Logullo


  • Get More Referrals Now!

    Get More Referrals Now!
    Bill Cates


  • Building Your Multi-Million-Dollar Practice

    Building Your Multi-Million-Dollar Practice
    Peter and Katherine                  Vessenes


  • Endless Referrals

    Endless Referrals
    Bob Burg


  • Grab CPA Referrals

    Attract High Quality Referrals with Distinctive Events
    Michael Brizz

« Stop referral objections before they stop you | Main | Four referral "classes"--which are you flying? »

The $3 million thank-you note

Bill, an advisor in Northampton, Mass. wrote in to tell us this incredible story:

I read Katherine Vessennes' article about thank-you notes (free registration required) in Horsesmouth and began writing them myself. About two weeks into it, I wrote a note to a woman from my community who had given what I thought was an especially well-done commentary on our local public radio station. She was so surprised to receive a hand-written note that she showed it to her retired parents. Her father said, "I want to meet that man." To make a long story short, the parents transferred accounts totaling more than $3 million to me.

As we say in the Automatic Referrals report, "When you give, you get.  And, ironically, the less you concern yourself with the getting, the more wealth and success will come your way." 

The proof is in Bill's $3 million pudding.

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