myCPE
myCPE

21 Steps To Referral Based Sales 1.5 Credits

21 Steps To Referral Based Sales 1.5 Credits

  • Rating

    4.4
  • Reviewed on

    March, 2024
  • Subject Area

    Communications and Marketing

Learning mode

On Demand
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • To get familiarized with the advantages of using a referral system for growth
  • To identify the 21 steps in implementation of a successful referral system
  • To identify the techniques to ask for a referral
  • To identify techniques to train your employees and customers to refer you
  • To formulate your own referral system immediately

Course Overview

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:

  • The simple steps to kick start your referrals
  • What a good referral is vs a bad referral 
  • How to ask your customers for referrals daily
  • How to create your dependable referral engine

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.

On Demand Credits for All Qualifications

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

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

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.

About Instructor

Scott Finkelstein -Top Speaker for CPD Webinars for Canadian CPAs
Scott Finkelstein

Founder, ActionCOACH

  • 4.4
  • rating
  • rating
  • rating
  • rating
  • rating

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.

On Demand FAQs

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.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

Recommended Courses

Ethical AI in Marketing: Balancing Personalization with Privacy

Jan 28, 11:30 AM ET

  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
Brand You - Social Media Networking for Accounting Professionals

Jan 29, 11:30 AM ET

  • CPA (US)
  • CPTD
  • IA LPA
  • ME LPA
  • DE LPA
  • APTD
Making Rain – Improving Success with Retaining Clients and Attracting Prospects

Feb 03, 09:30 AM ET

  • CMA
  • CPA (US)
  • CGMA
  • CPTD
  • IA LPA
  • ME LPA
  • DE LPA
  • APTD
Ethical AI in Marketing: Balancing Personalization with Privacy

Feb 07, 10:00 AM ET

  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
Inclusions
  • Multiple Credits
    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
    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
    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

    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
    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
    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
    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.

Exclusive mobile
app for our unlimited
access subscribers

Get Started with Unlimited Learning

Select your plan, complete your payment, and access a world of knowledge.

Subscription Inclusions Silver Gold
13,000+ Hrs of CPE approved Content
tooltip

Largest content library covering all aspects of professional development.

500+ Emerging Subject Areas
tooltip

Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.

50+ State- Specific Ethics Courses
tooltip

Stay compliant with ethics requirements for every state.

50+ State Compliance Packages
tooltip

Pre-selected courses for quick compliance, saving time and effort.

100+ Advanced Certification Programs
tooltip

Expert-led programs to build advanced expertise and strengthen your career credentials.

AICPA Eligibility Programs (CFF, ABV, PFS)
tooltip

Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.

Compliance Tracker and Credit Vault
tooltip

Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.

Instant Certification and Fast Reporting
tooltip

Instant reporting to IRS, CFP Board, and other governing bodies.

Mobile App Access (iOS and Android)
Access to Communities
tooltip

Join communities tailored to your specific interests and areas of expertise.

Select Tenure

Start Your Subscription 

Start your journey towards learning and compliance.

$299$199 For 12 Months

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here

More Reasons to Subscribe

  • true true
    80% of Content Rated 4.5+ Stars
    High-quality content rated by professionals.
  • true true
    4X More Content at 1/3rd the Price
    Serious value compared to your regular provider!
  • true true
    Non-Sponsored Content
    Purely educational, unbiased content for your learning.
  • true true
    Monthly & Quarterly Updates
    Keeping you ahead of trends and changes.
  • true true
    Podcasts with Industry Leaders
    Learn and Earn CPE from experts on the go.
Subscribed
MEGHANA purchased a subscription.
Subscribed
Allison purchased a subscription.
Subscribed
Paul purchased a subscription.
Subscribed
Ruth purchased a subscription.
Subscribed
Piero purchased a subscription.
Subscribed
Brendan purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Nirva purchased a subscription.
Subscribed
Theresa purchased a subscription.
Subscribed
Lisa purchased a subscription.
Subscribed
Brody purchased a subscription.
Subscribed
Pratik purchased a subscription.
Subscribed
BaIssa purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Shipra purchased a subscription.
Subscribed
Cheryl purchased a subscription.
Subscribed
Adewale purchased a subscription.
Subscribed
Charity purchased a subscription.
Subscribed
Joann purchased a subscription.
Subscribed
Kellie purchased a subscription.
Subscribed
Frank purchased a subscription.
Subscribed
Bryan purchased a subscription.
Subscribed
Jill purchased a subscription.
Subscribed
Lawrie purchased a subscription.
Subscribed
Brianna purchased a subscription.
Subscribed
Crystal purchased a subscription.
Subscribed
DONNY purchased a subscription.
Subscribed
Yafen purchased a subscription.
Subscribed
MAN YI purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
nadia purchased a subscription.
Subscribed
Joe purchased a subscription.
Subscribed
Jeffrey purchased a subscription.
Subscribed
YUFEI purchased a subscription.
Subscribed
Roberto purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Lene purchased a subscription.
Subscribed
Stephan purchased a subscription.
Subscribed
Wanda purchased a subscription.
Subscribed
CYNTHIA purchased a subscription.
Subscribed
Tobin purchased a subscription.
Subscribed
Jenna purchased a subscription.
Subscribed
Giereck purchased a subscription.
Subscribed
kellie purchased a subscription.
Subscribed
Amit purchased a subscription.
Subscribed
victoria purchased a subscription.
Subscribed
ERNEST purchased a subscription.
Subscribed
Malcolm purchased a subscription.
Subscribed
Nancy purchased a subscription.
Subscribed
Jiyoon purchased a subscription.
Subscribed
Reba purchased a subscription.
Subscribed
Carole purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Liliana purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Harsh purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Chris purchased a subscription.
Subscribed
Deborah purchased a subscription.
Subscribed
Jeri purchased a subscription.
Subscribed
Nancy purchased a subscription.
Subscribed
Angela purchased a subscription.
Subscribed
Donna purchased a subscription.
Subscribed
Sheila purchased a subscription.
Subscribed
VIKASH purchased a subscription.
Subscribed
Chris purchased a subscription.
Subscribed
ROBERT purchased a subscription.
Subscribed
Lauren purchased a subscription.
Subscribed
Tyneshia purchased a subscription.
Subscribed
Mohamed purchased a subscription.
Subscribed
Julie purchased a subscription.
Subscribed
MARY purchased a subscription.
Subscribed
GABRIELA purchased a subscription.
Subscribed
Rebecca purchased a subscription.
Subscribed
Aneta purchased a subscription.
Subscribed
Peter purchased a subscription.
Subscribed
Jake purchased a subscription.
Subscribed
Justin purchased a subscription.
Subscribed
Tony purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Dale purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Tao purchased a subscription.
Subscribed
Brett purchased a subscription.
Subscribed
Siu purchased a subscription.
Subscribed
CHARLENE purchased a subscription.
Subscribed
Briana purchased a subscription.
Subscribed
TAI purchased a subscription.
Subscribed
Patrick purchased a subscription.
Subscribed
Victoria purchased a subscription.
Subscribed
Mitzi purchased a subscription.
Subscribed
Nirav purchased a subscription.
Subscribed
Britni purchased a subscription.
Subscribed
Marty purchased a subscription.
Subscribed
Si Kam purchased a subscription.
Subscribed
Mandy purchased a subscription.
Subscribed
Brandon purchased a subscription.
Subscribed
Eric purchased a subscription.
Subscribed
Jose purchased a subscription.