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Webinar

10 Keys to Outstanding Service and More Referrals

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

Tuesday, Dec. 9, 2025
10 a.m.-1:35 p.m. Central
4 CPE (4 non-technical)

Course code: 25WA-327A
View pricing


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.

Major subjects

  • Communicate more powerfully with clients and other CPAs 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 say

Learning objectives

  • 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

Who should take this program?

  • 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.

Pricing

Standard Member Fee $129.00
checkmark Standard Nonmember Fee $129.00
Our records indicate you are a nonmember. If you register, you will be charged $129.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor Jonathan Robinson, MA, MFT
Location Online
Area
of study
Practice management
Field(s)
of study
Communications and Marketing - Non-Technical (2.0)
Personal Development - Non-Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.