21 Steps To Referral Based Sales 1.5 Credits
Learning mode
For service-oriented businesses, consistent sales growth can be a struggle. Many professionals are amazing at providing world-class service to their customers and clients, yet they struggle to consistently grow their revenue and income. Would you like to add a growth engine to your business that brings consistent double-digit growth YoY?
Of course, you do! Surveys show that 91% of your customers happily give you a referral, yet only 11% of you are asking. You WOW your customers and clients with service every day. They want to refer you, but they need to be asked… and taught how!
Adding significant growth to your business, and thus your income is easy to do just from your current customer base. You just need to know the 21 Steps to Building Your Referral System.
HIGHLIGHTS OF THE WEBINAR:
This CPE webinar is a must-attend for growth-oriented firms that want double digit growth and more growth. This webinar will guide you to simplify the process for growth. Many organizations have DOUBLED their income in less than 18 months by implementing this referral system.
| License details | Credits | Status |
|---|---|---|
| Communications and Marketing for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Communication for CPA in Canada | 1.5 CPD | Eligible |
| Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Oral and written communications for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
Credits
1.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Scott grew up in CT and graduated from the University of Hartford. His career started in Investment Banking, where he learned the art of building relationships and hard work. After three decades of leading companies to greater levels of success around the globe, generating over $6 BILLION in new revenue, Scott made the decision to bring his expertise to the greater Austin community locally through the ActionCOACH platform, creating and implementing custom business systems for immediate success. In simple terms, Scott uses his innate passion for helping others succeed, creating wealth and gaining back control of their business, their life! Scott combines this with his knowledge and understanding that a business can thrive best with thoughtful and implemented systems. Scott is the father of two amazing sons. His passion for the joys of growth of his sons is reflected in his willingness to get in the game. His leadership skills lead him to coaching youth sports of baseball, soccer and basketball over the years. His oldest son is currently at the beginning of a successful career having served bravely in the Air Force Special Forces, while his youngest son is pursuing his dream of becoming a major league pitcher.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
Mar 04, 09:30 AM ET
Mar 19, 02:30 PM ET
Mar 21, 01:00 PM ET
Mar 24, 04:00 PM ET
Mar 27, 01:00 PM ET
Mar 28, 10:00 AM ET
Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Credit Tracker
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Compliance Reminders
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
Mobile App Access
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
Live Support
Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.
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| Subscription Inclusions | Silver | Gold |
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13,000+ Hrs of CPE approved Content
Largest content library covering all aspects of professional development. |
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500+ Emerging Subject Areas
Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm. |
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50+ State- Specific Ethics Courses
Stay compliant with ethics requirements for every state. |
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50+ State Compliance Packages
Pre-selected courses for quick compliance, saving time and effort. |
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100+ Advanced Certification Programs
Expert-led programs to build advanced expertise and strengthen your career credentials. |
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AICPA Eligibility Programs (CFF, ABV, PFS)
Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion. |
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Compliance Tracker and Credit Vault
Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker. |
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Instant Certification and Fast Reporting
Instant reporting to IRS, CFP Board, and other governing bodies. |
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| Mobile App Access (iOS and Android) | |
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Access to Communities
Join communities tailored to your specific interests and areas of expertise. |
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