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

How to Get Referrals Without Asking


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WHAT I DO: I help business owners achieve a referral explosion by teaching them how to execute on a simple, 5-step process to receive referrals without asking, without paying or without manipulation. HOW I DO IT: I show you how to identify and nurture relationships with your referrals sources plus plant referral seeds in an on-going memorable and meaningful way. This process saves you time in growing your business and allows you to be seen as the expert, not the always hustling salesperson. WHY IT WORKS: For decades the advice on how to generate referrals has been to “just ask.” But when you understand the human dynamic and psychology behind why referrals happen, you unlock the ability to generate referrals without asking for them. WHO I WORK WITH: I partner with business owners who build trust and form relationships with their prospects and clients including... Financial Advisors Attorneys Interior Designers CPAs Realtors Coaches/Consultants Small Business Owners SERVICES I PROVIDE: 👨🏻‍💻Online Programs (Growth By Referrals, Sticky Client Experiences, etc.) 🙋🏻‍♂️1-on-1 Coaching 👩🏻‍🏫Trainings & Presentations WHERE YOU'VE SEEN ME: 💡 Entrepreneur 💡 Fox Business 💡 Investor’s Business Daily 💡 Forbes 💡 Thrive Global WHAT OTHERS SAY: “I received on average 4 referrals a year before starting the GBR program. In our first year on the program, we hit 20 referrals. And now we receive 3 to 4 referrals per month, averaging 40 referrals a year! I had tried other sales programs – demanding I call people, get meetings, ask for referrals – and I would leave almost in tears after every training session, because I’m not a salesperson, I’m a lawyer. The GBR program allows me to be authentic AND have results.” – Katherine Taylor | Attorney and Firm Owner, Taylor Legal “Before I started the GBR program, I only received about 2-3 referrals per year but now – just 6 months on the program – I have received 7 referrals. As a financial advisor, referrals are the life blood of my practice and because I had received some in the past, I knew I was capable of receiving more. I just needed a process, system to release those hidden referrals. But I just didn’t know how. Stacey taught me how to unlock it.” - David Ferguson | Financial Planner, HF Financial/Mass Mutual “We average 40 referrals a year but following Stacey’s Growth By Referrals program we have crushed it in our first year bringing in 187 referrals!” - Lisa Woodstock | Co-Owner, Woodstock Media READY TO TALK? Send me a message on LinkedIn and I’ll follow up with my scheduling link!

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBy Jetpack Workflow

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