What relational blind spots does this course address?

The Easier to Refer System addresses five relational blind spots causing reputation drift and explains how structured education overcomes client silence.

What is the 12 slot Advisor Matrix used for?

The 12 slot Advisor Matrix is used to map a firms local B2B ecosystem and establish co promotional, non pitched market teaching events.

How does this course address AICPA Rule 503?

This course teaches how to evaluate client portfolios and prune high friction accounts while remaining compliant with AICPA Rule 503 regarding referral fees.

Who is this course designed for?

The Easier to Refer System is designed for CPAs and accounting firm leaders seeking to build a more resilient advisory practice through structured referrals.

How many CPE credits does this course provide?

The Easier to Refer System is a 1.0 CPE credit QAS Self Study video course in Accounting, requiring a five question final exam preceded by three review questions (optional) at a 70% passing score.

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The Easier to Refer System: The Five Modern Market Shifts Threatening Trusted Advisors (Video) (Course Id 2933)

New / QAS / Registry

Author:	Jeffrey Paul Borschowa, Author, Educator
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

The Easier to Refer System: The Five Modern Market Shifts Threatening Trusted Advisors (Video) - CPE course for CPAs

Technical Designation:	Technical
Field Of Study:	Accounting
Approved Audience:	NASBA QAS - NASBA Registry
Key Takeaways:	This video course teaches CPAs and accounting firm leaders a structured, educational referral system to overcome reputation drift, digital noise, and client silence in a changing advisory market. Teaches the 12 slot Advisor Matrix to map a firms local B2B ecosystem and establish co promotional, non pitched market teaching events. Shows how to evaluate client portfolios and prune high friction drag accounts while remaining compliant with AICPA Rule 503 on referral fees. Covers systematically developing high value client ambassadors to build a resilient, high margin advisory practice. Worth 1.0 CPE credit in Accounting as a self study video course, requiring a five question final exam preceded by three review questions (optional) and a 70% passing score.
Frequently Asked Questions:	What relational blind spots does this course address? The Easier to Refer System addresses five relational blind spots causing reputation drift and explains how structured education overcomes client silence. What is the 12 slot Advisor Matrix used for? The 12 slot Advisor Matrix is used to map a firms local B2B ecosystem and establish co promotional, non pitched market teaching events. How does this course address AICPA Rule 503? This course teaches how to evaluate client portfolios and prune high friction accounts while remaining compliant with AICPA Rule 503 regarding referral fees. Who is this course designed for? The Easier to Refer System is designed for CPAs and accounting firm leaders seeking to build a more resilient advisory practice through structured referrals. How many CPE credits does this course provide? The Easier to Refer System is a 1.0 CPE credit QAS Self Study video course in Accounting, requiring a five question final exam preceded by three review questions (optional) at a 70% passing score.
Description:	Traditional cold outreach and passive word-of-mouth marketing are failing modern B2B accounting practices due to reputation drift, digital noise, and natural market contraction. This course educates CPAs and accounting firm leaders on transitioning from transactional sales persuasion to structured, educational referral systems. Participants will learn how to map their local 12-slot advisory ecosystem, eliminate client "drag" while maintaining regulatory compliance (AICPA Rule 503), and systematically duplicate high-value client ambassadors to build a resilient, high-margin advisory practice.
Usage Rank:	10000
Release:	2026
Version:	1.0
Prerequisites:	None.
Experience Level:	Overview
Additional Contents:	Complete, no additional material needed.
Additional Links:	Internal: 12-Day Business Growth Challenge Video CPE Course Internal: Accounting CPE Courses for CPAs External: Top Challenges for Financial Advisors External: Future Trends Transforming Financial Advisors: Technological and Demographic Shifts
Advance Preparation:	None.
Delivery Method:	QAS Self Study
Intended Participants:	Anyone needing Continuing Professional Education (CPE).
Revision Date:	11-Aug-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:	The Easier to Refer System: The Five Modern Market Shifts Threatening Trusted Advisors (Video) - CPE course for CPAs
Learning Objectives:	Course Learning Objectives After completing this course, the student will be able to: Identify the five relational blind spots causing "reputation drift" and explain how structured education overcomes client silence. Apply the 12-Slot Advisor Matrix to map a firm's local B2B ecosystem and establish co-promotional, non-pitched market teaching events. Evaluate client portfolio performance using qualitative filters to prune high-friction "drag" accounts while remaining compliant with AICPA Rule 503 regarding referral fees.
Course Contents:	Chapter 1 - The Easier to Refer System: The Five Modern Market Shifts Threatening Trusted Advisors Chapter 1 Review Questions Glossary

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The Easier to Refer System: The Five Modern Market Shifts Threatening Trusted Advisors (Video) (Course Id 2933)

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Key Takeaways:

Frequently Asked Questions:

What relational blind spots does this course address?

What is the 12 slot Advisor Matrix used for?

How does this course address AICPA Rule 503?

Who is this course designed for?

How many CPE credits does this course provide?

Description:

Usage Rank:

Release:

Version:

Prerequisites:

Experience Level:

Additional Contents:

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