Building referral relationships is the golden ticket in an accounting firms. These networks can be a source of new business, a barometer for gauging marketplace trends, and a sounding board for personal and firm growth. For staff or newer managers and partners, building your referral network will be critical to your success! If you want to start generating consistent leads, you need to focus on building connections with the right individuals.

In Foundational Networking, you'll learn how to:
• Establish a circle of influence
• Align your target network with your ideal client
• Define best practices for good referral etiquette
• Build confidence with small talk
• Develop nurture strategies for referral connections

CPE Credits: 5.5

Additional Information:
Prerequisites: None
Who Should Attend: Anyone beginning their business development and referral networking journey
Advance Preparation: None
Program Level: Beginner
Delivery Method: QAS Self-Study

Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (www.inovautus.thecpeseed.com). Please email training@inovautus.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 888-491-9330.

The CPE Seed 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