Overview
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What is a circle of influence?
2 mins
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Potential referral sources
8 mins
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Where to find referral partners?
16 mins
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How to build trust?
26 mins
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Optimize your activities
39 mins
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4 Steps to optimize LInkedin
44 mins
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.Â
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 online 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 online 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 importantÂ
- 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)
- Chief Accounting Officer
- Cloud Accountants
- CPA (Industry)
- CPA - Mid Size Firm
- CPA - Small Firm
- CPA in Business
- Entrepreneurial Accountant
- Entrepreneurial CPA
- Senior Accountant
- Staff of Accounting Firm
- Young CPA