Creating A Referral Machine (Video) (Course Id 1389)

• Who is this course for?
  This course is intended for CPAs, accountants, entrepreneurs, sales representatives, and professionals seeking Continuing Professional Education (CPE) and looking to build stronger referral networks.

• What is this course about or what problem does this course solve?
  The course addresses the challenge of generating consistent referrals by teaching participants how to create, empower, and maintain a productive referral network.

• How can the knowledge from this course be used?
  Participants can use the knowledge to build valuable relationships, train their networks to refer opportunities, and sustain long-term networking success.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It equips professionals with essential communication and marketing skills to grow their practice and client base through referrals, an important source of business development.

• When is this course relevant or timely?
  The course is especially relevant anytime professionals want to improve their marketing efforts or are seeking more client referrals, and it was most recently revised in March 2024.

• How is a course like this consumed or used?
  This video-based self-study course is taken online, includes review and exam questions, and requires a passing score to earn 1.0 CPE credit.

This online CPA webinar program is designed to give entrepreneurs, sales representatives and professionals ideas and insights on how to not only create a productive network, but also empower that network to generate referrals for the entrepreneur, sales representative and professional. 

Video - NASBA QAS - Text - NASBA Registry - 1389

Course Learning Objectives

1. Build a network of productive relationships;
2. Teach, train, educate and empower those relationships to identify and talk about opportunities for you; and,
3. Expand, deepen and maintain those productive relationships over time.

Chapter 1 - Creating A Referral Machine

Chapter 1 Review Questions