Feb 15, 2019
010 | The Best Ways for Accountants to Get Referral
Clients
How often do you ask your
current happy clients for a referral? Do you sit around hoping that
they’ll just send people your way?
It’s time to change your thought
process... Referral clients are GOLD!
Receiving referrals from
current, happy clients also increases the chances that the referral
will choose to enroll with you. People are more likely to buy from
people they know, like and trust.
When a referral is sent to you,
it’s coming from a trusted source. The individual is more likely to
want to work with you one-on-one.
However, referrals will only
come your way if you are direct and ask for them from your current
clients.
In this episode of The Abundant
Accountant podcast Michelle shares The Pitch Queen’s top four ways
to get a constant flow of referrals without having to waste lots of
time or money.
(There might even be a BONUS tip
for you!)
If you’re sick of spending money
on marketing materials that rarely get used, then it’s time to
start asking for referrals! This episode of The Abundant Accountant
Podcast is a MUST LISTEN!
Enjoy, and thank you for
listening and tuning into The Abundant Accountant
Podcast!
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Be sure to join us on the 1st or 15th of every month, for our next
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P.S. MAKE MORE, WORK LESS
Unlock the secrets to growing a
profitable accounting firm with less stress by joining our
upcoming
Abundant Accountants Masterclass!
You'll learn:
- The easiest ways to sift
through clients and get to the RIGHT ones!
- Proven tactics to actually get
paid instead of giving away FREE advice!
- How to stop competing on price
FOREVER!
Join our
Abundant Accountants Masterclass today!
Here are a few key secrets we talked about in this
episode:
- Michelle shares why referral clients are like
GOLD, to your firm.
- When
Michelle started asking for referrals she did not clarify the type
of client she wanted to work with, so she was getting referrals
that were less than ideal clients. It’s important to clarify WHO
you want to work with when asking for referrals.
- The
number one best way to ask for referrals is to be sincere and
direct.
- Many
accountants say they’re too busy to ask for referrals after they’ve
finished the work for a client, but if you take the time to
schedule it in your calendar and then actually do the work to ask
for the referral, your accounting firm is going to start exploding
with business.
- “For
every single client that you made happy, but you never asked for
the referral, you’re missing a HUGE opportunity. It’s what I call,
the opportunity cost.” ~ The Pitch Queen
- The
second best way to ask for referrals is to have an incentive in
place or a referral program, where if a referral comes to you and
enrolls as a client, you reward the referrer for sending the
individual your way.
- Referral gifts can vary, Michelle provides
several great suggestions in this episode!
- The
third best way to bring in referral clients can be explained with
an acronym… K.I.S.S. This means, Keep It Simple Stupid.
- This
means having prepared email templates that you can forward to a
referrer so that they can share your information, or business cards
are another great example. You want your contact information to be
readily available and easy to locate!
- The
fourth best way to get referrals is to stay top of mind and
FOLLOW-UP.
- You
absolutely must have a follow-up system in place. Michelle briefly
shares her system in this episode.
- BONUS: The fifth best way to get referrals is
to give others referrals. When you give referrals out to others,
you are more likely to receive those referrals back,
ten-fold.
- “When
you refer people out to others, they're going to send you your
ideal clients. It goes hand in hand.” ~ The Pitch Queen
Learn More & Connect With Me Here!
MAKE MORE, WORK LESS
Unlock the secrets to growing a
profitable accounting firm with less stress by joining our
upcoming
Abundant Accountants Masterclass!
You'll learn:
- The easiest ways to sift
through clients and get to the RIGHT ones!
- Proven tactics to
actually get paid instead of giving away FREE advice!
- How to stop competing on price
FOREVER!
Join our
Abundant Accountants Masterclass today!