The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

013 | 6 Creative Ways Accountants Can Encourage Referrals


Listen Later

How do you ask for referrals? Do you have a script or a template? Do you find yourself wanting to try something new and creative?

Referrals can be FUN! Being creative with your referral process can bring fun to your business, and increase the number of referrals that you get - and bring you those clients your love to help so you can have a firm of abundance. We all know the importance of asking for referrals.

By taking a few simple actions, you can set yourself apart in the industry, making your ideal clients continue to send more clients to have the firm of abundance.

Are you ready to set yourself apart by being creative in asking for referrals?

In this episode of The Abundant Accountant podcast, I’m sharing The Pitch Queen’s 6 creative ways to encourage referrals from your current clients.

Enjoy, and thank you for listening and tuning into The Abundant Accountant Podcast!

To share your thoughts:

  • Email The Pitch Queen @ [email protected]
  • Share The Abundant Accountant Podcast on Twitter, Facebook, Instagram, & LinkedIn

To help the show out:

  • Please leave an honest review on iTunes. Your ratings and reviews really help and I read each one.
  • Subscribe to the show on iTunes.

Be sure to join us on April 15th for our next amazing episode!

Over the last 18 months, I’ve been perfecting something called the Selling Without Ever Selling System. Up until now only my high-end clients have had access to this information. But I’m so excited about this that I’m offering you a free coaching session so I can share this information with you too.

This system is all about getting your IDEAL clients coming to YOU and finally getting paid what you’re worth so you can build your dream practice and still have the time and money to enjoy your family and kids. If you’re tired of waiting around for business, relying on busy seasons, or guessing at what works, this free coaching session is for YOU.

Learn more at theabundantcall.com.

Here are a few key secrets we talked about in this episode:

  • Michelle shares why referral clients are important and will bring more life to your business.
  • “Referrals are the key to the door of resistance” ~ Michelle Weinstein.
  • Make asking for referrals easy! Keep referral cards handy so that your clients are able to quickly and easily give you potential future clients.
  • Turn getting referrals into a game: get an Uncle Sam hat; add names, and draw a winner every month or so.
  • Use your email list to connect with current clients in a fun way and ask for names of others who would be a good fit for you to work with. TIP! Make sure you know who your ideal client is.
  • When you sign on new clients, donate a portion of the revenue to a good cause. Share this with your current client as they will be more likely to send great referrals your way!
  • Incentivize referrals with exclusive benefits that only they get! Make a VIP club for your best referrers and give them exclusive value.
  • Ask previous prospects for referrals who may be a good fit for your business.
  • Make sure you ASK! You won’t get referrals if you don’t ask for them!
  • Finally, Michelle ends by encouraging all accountants to implement these ideas into their business.

Learn More & Connect With Me Here!

  • Read The Abundant Accountant Blog
  • Join us on Facebook
  • Follow Michelle on LinkedIn

P.S. Over the last 18 months, I’ve been perfecting something called the Selling Without Ever Selling System. Up until now only my high-end clients have had access to this information. But I’m so excited about this that I’m offering you a free coaching session so I can share this information with you too.

This system is all about getting your IDEAL clients coming to YOU and finally getting paid what you’re worth so you can build your dream practice and still have the time and money to enjoy your family and kids. If you’re tired of waiting around for business, relying on busy seasons, or guessing at what works, this free coaching session is for YOU.

Learn more at theabundantcall.com.

...more
View all episodesView all episodes
Download on the App Store

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsBy Michelle Weinstein - The Pitch Queen, Sales Strategist

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

89 ratings


More shows like The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

View all
Pastor Rick's Daily Hope by PastorRick.com

Pastor Rick's Daily Hope

7,265 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

583 Listeners

The Amy Porterfield Show by Amy Porterfield

The Amy Porterfield Show

4,598 Listeners

The Official BNI Podcast by Dr. Ivan Misner

The Official BNI Podcast

358 Listeners

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business by Mike Michalowicz

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

84 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

426 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,449 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

337 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

251 Listeners

Maxwell Leadership Podcast by John Maxwell

Maxwell Leadership Podcast

2,451 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

46 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

27 Listeners

Curiosity Chronicle by Sahil Bloom

Curiosity Chronicle

73 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

59 Listeners

The Concierge CPA by Jackie Meyer

The Concierge CPA

10 Listeners