Which truths does this course define about referral based business?

This How A CPA Can Reposition To Get Better Referrals course teaches how to define and utilize three important truths about referral based business.

Which plan does this course create for referral relationships?

This course teaches how to create a three step plan for building solid referral relationships.

Which breakdown does this course fix in the referral process?

This course teaches how to demonstrate where the referral process breaks down and create insight on how to fix it.

How many CPE credits does this How A CPA Can Reposition To Get Better Referrals video course provide?

This How A CPA Can Reposition To Get Better Referrals video course carries 1.0 CPE credit in Business Management and Organization as a Nontechnical, self study course, requiring a 5 question final exam preceded by 3 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Empty |

Search Courses List > Course Details

Use Landscape to see Search/Filter

Item Types:

Course Type:

Field of Study:

Authors:

CPE Hours:

Keyword:

Course Details

How A CPA Can Re-Position To Get Better Referrals (Video) (Course Id 2071)

QAS / Registry

Author:	Frank Agin, JD, MBA, Author, Speaker
Course Length:	Pages: 3 \|\|\| Review Questions: 3 \|\|\| Final Exam Questions: 5
CPE Credits:	1.0
IRS Credits:	0
Price:	$14.95
Passing Score:	70%
Course Type:	Video - Text

How A CPA Can Re-Position To Get Better Referrals (Video) - CPE course

Technical Designation:	NonTechnical
Field Of Study:	Business Management & Organization
Approved Audience:	NASBA QAS - NASBA Registry
Key Takeaways:	This video course addresses the frustration of inconsistent referrals by identifying what causes the breakdown in the referral process and how to fix it. Provides insight into why a CPA may not be receiving a steady flow of referrals. Empowers CPAs to take specific action to correct referral process breakdowns. Covers how repositioning can improve the consistency of referral generation. Worth 1.0 CPE credit in Communications and Marketing as a self study video course on repositioning to get better referrals, requiring a 5 question final exam preceded by 3 review questions (optional) and a 70% passing score.
Frequently Asked Questions:	Which truths does this course define about referral based business? This How A CPA Can Reposition To Get Better Referrals course teaches how to define and utilize three important truths about referral based business. Which plan does this course create for referral relationships? This course teaches how to create a three step plan for building solid referral relationships. Which breakdown does this course fix in the referral process? This course teaches how to demonstrate where the referral process breaks down and create insight on how to fix it. How many CPE credits does this How A CPA Can Reposition To Get Better Referrals video course provide? This How A CPA Can Reposition To Get Better Referrals video course carries 1.0 CPE credit in Business Management and Organization as a Nontechnical, self study course, requiring a 5 question final exam preceded by 3 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.
Description:	Nothing is better than generating business from referrals. And when you’re not getting a steady flow of them it’s frustrating. This program will not only give you better insight as to why you’re not getting referrals, but also empower you to take action to correct the situation.
Usage Rank:	11250
Release:	2022
Version:	1.0
Prerequisites:	None.
Experience Level:	Overview
Additional Contents:	Complete, no additional material needed.
Additional Links:	External: Top Referral Tips for Financial Advisors Internal: How a CPA Can Re‑Position for Better Referrals (Video) - Course Detail Internal: CPA Practice Management Courses - Practice Management Category Page External: How Financial Advisors Can Create An Effective Referral Program (Forbes)
Advance Preparation:	None.
Delivery Method:	QAS Self Study
Intended Participants:	Anyone needing Continuing Professional Education (CPE).
Revision Date:	06-Mar-2026
NASBA Course Declaration:	Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Keywords:	How A CPA Can Re-Position To Get Better Referrals (Video) - CPE course
Learning Objectives:	Course Learning Objectives In this course, participants will learn how to: Define and utilize three important truths about referral-based business. Create a three-step plan for building solid referral relationships. Demonstrate where the referral process breakdown and create insight on how to fix it.
Course Contents:	Chapter 1 - How A CPA Can Re-Position To Get Better Referrals Chapter 1 Review Questions

Click to go to: CPA Practice Management Courses Online | CPEThink.com

Click to verify BBB accreditation and to see a BBB report.

Paul N. from TX bought 1 course 3 hours ago. ||| Want A Discount? - Click Here ||| Lauddale B. from WY bought 1 course 8 hours ago. ||| Want A Discount? - Click Here ||| Michael C. from MA bought 1 subscription 8 hours ago. ||| Want A Discount? - Click Here ||| Laneita L. from AL bought 3 courses 17 hours ago. ||| Want A Discount? - Click Here ||| Andrew Y. from VA bought 1 course 18 hours ago. ||| Want A Discount? - Click Here ||| Mary N. from NJ bought 1 course 18 hours ago. ||| Want A Discount? - Click Here ||| Karen M. from FL bought 1 subscription 21 hours ago. ||| Want A Discount? - Click Here ||| Michael M. from FL bought 1 course 21 hours ago. ||| Want A Discount? - Click Here ||| Jonathan S. from AL bought 1 course 22 hours ago. ||| Want A Discount? - Click Here ||| Lanfeng S. from CA bought 2 courses 22 hours ago. ||| Want A Discount? - Click Here |||

How A CPA Can Re-Position To Get Better Referrals (Video) (Course Id 2071)

Author:

Course Length:

CPE Credits:

IRS Credits:

Price:

Passing Score:

Course Type:

Technical Designation:

Field Of Study:

Approved Audience:

Key Takeaways:

Frequently Asked Questions:

Which truths does this course define about referral based business?

Which plan does this course create for referral relationships?

Which breakdown does this course fix in the referral process?

How many CPE credits does this How A CPA Can Reposition To Get Better Referrals video course provide?

Description:

Usage Rank:

Release:

Version:

Prerequisites:

Experience Level:

Additional Contents:

Additional Links:

Advance Preparation:

Delivery Method:

Intended Participants:

Revision Date:

NASBA Course Declaration:

Keywords:

Learning Objectives:

Course Contents: