How to Create a Rock-Solid Referral System for Your Accounting Firm скачать в хорошем качестве

How to Create a Rock-Solid Referral System for Your Accounting Firm

Learn the exact steps to create a reliable referral system for your accounting firm. Katie Thomas, CPA and founder of Leaders Online, discusses how to gain more ideal clients through a structured referral strategy. This video covers foundational clarity, identifying potential referral partners, adding value, maintaining communication, and presenting yourself effectively both online and offline. Follow these steps to transform random referrals into a predictable growth strategy for your firm. 00:00 Introduction to Referral-Based Growth 01:11 Laying the Foundation for Referrals 01:46 Identifying and Adding Value to Referral Partners 03:04 Creating a Referral Process 05:08 Leveraging Client Referrals 07:52 Enhancing Your Online and Offline Presence 08:59 Building a Strong Referral System 10:48 Conclusion Want answers to your most burning marketing questions? Sign up for my newsletter here: https://leaders-online.com/blog/ Looking for help with your social media or marketing? Grab a time with my team here: https://leaders-online.com/contact SOFTWARE I RECOMMEND: Ignition: https://get.practiceignition.com/kati... Online Meetings, Zoom: http://bit.ly/2Namvzz TubeBuddy, this tool is amazing and really helps your videos get seen by the right people - http://bit.ly/2PHQVMa YOUTUBE EQUIPMENT I USE Lighting: https://amzn.to/4iVFC0a Stream Deck: https://amzn.to/48Dq0Lm Camera: https://amzn.to/4q6BY5Z Camera Lens: https://amzn.to/48P0qS9 Microphone: https://amzn.to/3MDqXuj Strip lights: https://amzn.to/4iX739Z __ Disclaimer: Katie is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to www.amazon.com. Some of the other thinks above are affiliate links. __ Leaders Online is a digital agency for professional service providers looking to increase their impact, influence, and income. www.leaders-online.com __ Let's hang out! Instagram:   / katiethomascpa   LinkedIn:   / katiethomascpa     / leadersonline   Email: katie@leaders-online.com.com Website: www.leaders-online.com