MNCPA is here for you.
Let us know how we can help.

22WA-3572: 10 Ways to Create Delighted Clients and More Referrals (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Friday, November 18, 2022
Time 9:00am - 12:30pm
Central Time
Location Online
CPE credits CPE 4.0
of study
Personal Development - Non-Technical (2.0)
Communications and Marketing - Non-Technical (2.0)
Instructor Jonathan Robinson, MA, MFT
Jonathan Robinson
Standard Member Fee $129.00
Standard Nonmember Fee $129.00


In a competitive economy, CPAs and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you'll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.

Who should take this program?

This course is designed for any CPA who wants to increase the number of clients they have, or is interested in raises their rates and dealing with a higher level of service and clientele.

Major subjects

  • Communicate more powerfully with clients and other CPA's by understanding human behavior
  • How to judge if your communication is effective in motivating someone
  • How to get someone to really hear you and how to really hear what someone else is "not saying."
  • How to communicate so that someone will happily do what you want
  • How to create trust and get people to like working with you -- inside and outside the firm
  • The 3 most important keys for getting someone to feel rapport with you
  • Why rapport is so important, and how to use it to profit in your work
  • How to quickly solve problems with people once you have their rapport
  • Secret techniques that super-successful communicators use
  • How to persuade people without them knowing they are being persuaded
  • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities."
  • The three most important keys all successful communicators use
  • How outstanding service can lead to more promotions and/or client development
  • The art of getting more referrals and turning referrals into clients
  • Why great service is better for your business in the long run
  • How to know what's most important to your client or boss -- so you can focus on that

Learning objective(s)

  • Build trust and rapport with your clients, co-workers, and others
  • Negotiate more effectively by using advanced persuasion techniques
  • Stand out as a professional in a way that leads to increased success, satisfaction and referrals
  • Know specific referral strategies that are highly effective


Course code Code 22WA-3572
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Level Basic
Format Group Internet Based
Prerequisites Prereq. None

If you have questions about this event, please call us at 952-831-2707.