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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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  • 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

« 10 Steps to Resolving Client Complaints, by Bill Cates | Main | How Do I Get Clients to Bring Friends to Events? »

The ABCs of Automatic Referrals: J is for Jumpstart

I've been writing this blog for almost a year and a half now.  There's a lot to say about referrals and client relationships and networking, and I'm glad you are here taking the time to read it.

But you know, when you really come down to it, reading this blog will only get you a fraction of the way to the referral success you deserve. Even reading the Automatic Referrals report will only get you part of the way there.

Because in the end, all the reading and thinking and preparing in the world won't put more clients or assets in your book.

The only way to effect positive change in your business is to jumpstart yourself and take action.

This doesn't mean you should stick with the status quo. You SHOULD read about new and potentially transformative approaches to referrals. You SHOULD think about what you are and are not doing that may be holding you back.  But at some point, you have to stop thinking about getting more referrals, and just get out there and GET them. 

If you haven't tried any of the ideas you've been reading here for the past year and a half, try them. If you haven't gotten around to investing in Automatic Referrals yet, get around to it. If you already have it on the shelf and just haven't found time to read it yet, find the time. 

Then, remember that you can't just read a report and expect magic fairy dust to come spraying out of the pages and transform you into a top producer. You've got to commit yourself to full participation in your own development and your own life. That means actually completing the worksheets in the report and using them in your business. You can also be on the lookout for a series of public Jumpstart programs from Horsesmouth later this year designed to help you start implementing the Automatic Referrals process in your business.

We know that change is difficult.We'll keep on blogging and sending you ideas and tips and success stories. But we've heard from enough advisors at this point to know that when you DO actually make the necessary changes to implement a real referral process in your practice, it can change your professional life.  As Andrew Jackson said, "Take time to deliberate; but when the time for action arrives, stop thinking and go in."

'Nuff said.

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