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About the Author

  • 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.

The Report

  • Automatic Referrals
    "Automatic Referrals is so thorough and specific—it's my referral bible!"

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    Boston, Mass.

About this Site

About Horsesmouth

  • Horsesmouth, the premiere business-building resource for financial advisors, offers new feature articles and tools every business day that help advisors excel in sales, marketing, investment strategy, client service, practice management, business planning, and more.

referral reading & resources


  • Grab CPA Referrals

    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