Bill Cates, expert in acquiring new clients through referral, joins me to chat about building habits within your business to maximize referrals, and convert them into clients or even new staff!  Join this discussion to learn more about creating a perpetual revenue system, the power of asking questions, and result-producing strategies that build personable relationships.

Bill Cates, expert in acquiring new clients through referral, joins me to chat about building habits within your business to maximize referrals, and convert them into clients or even new staff! Join this discussion to learn more about creating a perpetual revenue system, the power of asking questions, and result-producing strategies that build personable relationships.

Bill Cates, expert in acquiring new clients through referral, joins me to chat about building habits within your business to maximize referrals, and convert them into clients or even new staff!&nbsp; Join this discussion to learn more about creating a perpetual revenue system, the power of asking questions, and result-producing strategies that build personable relationships.

How to Get Referrals for Clients and Staff in Your Accounting Firm - Podcast with Bill Cates

Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are navigating firm growth or exploring the nuances of succession planning, join us to learn actionable insights that will empower and inspire you to love your firm again.

Business

Entrepreneurship

Management

Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are navigating firm growth or exploring the nuances of succession planning, join us to learn actionable insights that will empower and inspire you to love your firm again.

Share How to Get Referrals for Clients and Staff in Your Accounting Firm - Podcast with Bill Cates

Sign up to save your podcasts

How to Get Referrals for Clients and Staff in Your Accounting Firm - Podcast with Bill Cates

How to Get Referrals for Clients and Staff in Your Accounting Firm - Podcast with Bill Cates

More shows like Accountant's Flight Plan

The Briefing with Albert Mohler

The EntreLeadership Podcast

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Built to Sell Radio

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

The Ben Shapiro Show

The Minimalists

The Accounting Podcast

Business Strategy for CPA's

Future Firm Accounting Podcast

The Modern CPA Success Show

Building the Premier Accounting Firm

Morning Wire

Earmark Podcast | Earn Free Accounting CPE

Jason On Firms Podcast