Referrals are one of the main sources of new business opportunities for most accounting firms. But has your firm established the right partnerships to attract leads that serve the growth goals of your business?
This insightful session will take accounting leaders through the process of examining the strength of their current referral network, re-aligning it with the firm’s growth priorities and developing a step-by-step process for establishing the right referral partnerships.
The presenter will discuss techniques for mobilizing client communications into referral-building opportunities, launching strategies to identify and pursue effective high-value partnerships, and identifying common pitfalls when managing your firm’s network.
By the end of this session, your firm will be equipped with tools to build a robust referral network and create a flow of new business opportunities. Don’t miss out on this learning opportunity to boost your firm’s growth through a powerful referral-building system.
Key Objectives:
1. Strategic Value: Integrate referrals into your growth strategy.
2. Ideal Partners: Network with professionals serving similar clients.
3. Effective Strategies: Research, meet, and build mutually beneficial partnerships.
4. Sustain Your Network: Build trust through consistent communication and proactive referrals.
5. Outreach Strategy: Tailor your approach to different network partners.
6. Avoid Mistakes: Overcome common pitfalls in managing referral networks.
Who Should Attend: Sole Practitioners, Business Advisors