myCPE
myCPE

Getting Connected: Where, When and How to Network to Grow Your Business 1 Credit

Aug 18, 2021, 12:00 PM ET

Getting Connected: Where, When and How to Network to Grow Your Business 1 Credit

  • Rating

    4.4
  • Reviewed on

    November, 2023
  • Subject Area

    Communications and Marketing

Select your learning mode

  • 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
Aug 18, 2021, 12:00 PM ET

Learning Objective

  • To define your ideal clients.
  • To discuss networking strategies.
  • To determine how to network comfortably and successfully.
  • To identify and build relationships with the Center of Influence.

Course Overview

Want to be the business everyone in your community is raving about?

The accountant everyone recommends?

That can happen! And it might be easier than you think to achieve…

Have you ever heard of the “64/4 rule?”

The rule states that 64% of effects come from 4% of causes.

There are high-impact activities that can make all the difference for your business.

In order for your business to grow you need clients, right? Unfortunately, people don’t just magically show up at your doorstep out of the blue.

As most Financial Advisors know, referrals are quite possibly the most effective way to attract new clients. Many (smart) advisors have realized that generating referrals comes easier when you have developed a relationship with a referral source or center of influence, but many fall short in understanding the best methods to begin a working relationship.

You have undoubtedly heard the saying, “It’s not what you know, it’s who you know,” right?

The right connections can open doors with some amazing opportunities behind them, and this online CPE course speaker Cynthia Widlitze will help you learn the tips to help you grow your network.

Major Questions that will be answered during this online CPE webinar:

  • Are you attracting wrong type of clients?
  • What to do when the clients take up more of your time than you expected and put you in the red from their relationship?
  • Who are an ideal customers and how to build relationships with your ideal customers?

If you’re struggling with gaining the type of clients who are a good fit for your expertise and who don’t put a strain on your schedule or on your income, you’ll want to attend this online webinar.

Click here for more webinar on | Communication & Marketing | Personal Development | Business Organization & Management |

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Communication for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Oral and written communications for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Communications and Marketing for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Communication for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Oral and written communications for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Communications and Marketing for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Communication for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Oral and written communications for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Communications and Marketing for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
CPA in Canada 1 CPD Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Power Skills for Project Management Professional (PMP) 1 PDU Eligible

Additional Information

Credit

1

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.

Advance your HR expertise with MY-CPE's SHRM-certified courses, designed specifically for SHRM professionals seeking to earn SHRM PDC Credits. Our courses are crafted to support your SHRM certification efforts by providing essential SHRM continuing education in a user-friendly online format. Our SHRM PDC courses are developed by industry experts, ensuring that you receive valuable knowledge and practical skills that are immediately applicable in your career. Elevate your professional standing in the HR field today by engaging with our top-tier educational offerings at MY-CPE.

About Instructor

Cynthia Widlitze's CPE Webinars|Ideal for Canadian CPAs & CFEs
Cynthia Widlitze

President, Adduco consulting

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

After more than 30 years in sales and management, Cynthia Widlitze founded Adduco Consulting.  With a passion for serving others as a sales coach, sales consultant, executive coach and professional speaker, Cynthia helps companies and individuals increase their sales.  She teaches and coaches on implementing simple, repeatable sales processes, and collaborates with her clients to create extraordinary customer experiences.

A high energy and goal-driven woman, Cynthia’s career and life experiences contribute to her ability to actively engage her audiences.  Her presentations are filled with precise, relevant and occasionally humorous, content, resulting in opening the eyes, ears, and hearts of her audiences with simple skills they can apply to their everyday lives.


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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your 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

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TA

Thom Arnsperger, CPA (US)
5

A well organized presentation that helped me organize and think about some key points in networking

MA

Margo Amrein, CPA (US)
5

good content

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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.

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