Overview

Building a Circle of Influence
Potential Referral Sources
Where to Find Referral Partners
Educate on Ideal Client
Staying Organized

Course Description

Networking and referrals have always played a role in building professional services practices. In today’s environment, it is much harder to build your client roster solely on referrals and networking alone, but it still plays a crucial role in your overall business development strategy. It is never too early to start building your circle of influence, and it is never too late to fine-tune your circle of influence. The key to success is becoming intentional with building your circle of influence so that it becomes a powerful referral source for you.

There are tons of different ways to build your circle of influence, formal or informal, in-person and online, which can become overwhelming if not done with intention and a plan. In this E-Book CPE course, we will look at who should be in your circle of influence, where to find those individuals, and how to nurture those relationships.

Major topics covered in this E-Book CPE course:

What is a Circle of Influence?
Why Should You Create a Circle of Influence?
Considerations When Building a Circle of Influence
Potential Referral Sources
Referral Etiquette Considerations

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Learning Objectives

To define circle of influence and why it is important
To identify who ideally should be in your circle of influence
To determine where to find targeted individuals for your circle of influence
To describe processes to build relationships and trust within your circle of influence
To discuss best practices on how to effectively utilize your circle of influence for growth

Recommended For

This CPE course is recommended for CPAs, CMAs, Accounting and Finance Professionals, CPAs in practice or industry, CEOs, CFOs, Business Owners, Entrepreneurs, and all the Professionals interested in learning proven tips for building a circle of influence.

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Bookkeepers & Accountants & Tax Preparers
Certified Management Accountant (CMA)
Certified Public Accountant (CPA)
Cloud Accountants
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Entrepreneurial CPA
Senior Accountant
Staff of Accounting Firm
Young CPA

Additional details

Subject Area :

Business Management and Organization

Course Level :

Basic

CPE Credits :

CPD Credits :

Instructional Method :

QAS Self-Study

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 through its website: www.NASBARegistry.org.

About Presenter

Ty Hendrickson, CPA (US)

Founder, The Sales Seed

Ty is a CPA with almost 20 years of experience in both public accounting and sales. Ty worked as an accountant at firms ranging from small to large prior to moving into the accounting technology sector successfully building sales training programs for both Wolters Kluwer and Bloomberg BNA. Working in different areas of the accounting industry, Ty recognized that sales and business development skills are a necessary part of the job of a CPA, but also the most underserved in terms of skill development and training. Ty’s passion is to provide the tools necessary for accountants to not only be successful but also enjoy business development. Ty has a Bachelor’s degree in Accountancy from Transylvania University in Lexington, KY.

About Company

The Sales Seed

www.thesalesseed.com

After working with accounting professionals for close to 20 years in both the accounting profession as CPAs and in the sales industry selling to the accounting market, the Sales Seed Founders recognized an incredible need for sales coaching and sales framework for those in professional services that are on the leadership track and need to grow a book of business. We developed programs and classes for firms looking to provide the necessary tools and resources to develop their potential leaders and grow their firm.

We recognize that sales can be intimidating, whether that means selling their own services or those of their firm, but this is necessary to move up in a career path. With the proper training and framework in place, becoming a “sales person” is actually very simple.