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
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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.

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