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Smartcenter
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Referrals

HOW TO INCREASE CLIENT REFERRALS & RETENTION

Cost Free
Presentation Length 1.5 hours

Recorded DateAugust 25, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaPractice Management (Management Advisory Services)
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

What's the fastest and easiest way to grow your tax practice? Getting lots of referrals!

But how do you get your current clients to refer you without sounding pushy or coming off as desperate? Or, if you're just starting and don't have a large client base, how do you build a client base from scratch?

This webinar will dive deep, give you actionable answers to those questions, and teach you how to position yourself in the eyes of current and potential clients so they can fully recognize your value.

We believe the tax business is the best professional services business in the world. If you have the right referral marketing system, you can grow your business to whatever level of success you desire. We hope you join us for this exciting webinar and put into practice what you learn.

Learning Objectives

  • What referral marketing really means for tax professionals

  • Why (even though you are a great tax pro) you may not be getting tons of referrals

  • How to create the perfect 5-step referral system to flood your practice with new clients

  • The keys to following up and converting a potential client into a paying client

  • Once you get new clients, how to keep them happy and satisfied

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Chris Basom

SmartCenter
Co-Founder
[email protected]
(800) 926-5905

Smartcenter

Chris Basom is the founder of SmartCenter, a cloud software that helps tax professionals organize their practice and increase their revenue. Chris is also the Managing Partner of a Tax & Financial Planning Firm based in Southern California. With more than 30 years of experience as a tax professional, Chris knows first-hand, the dramatic changes that have taken place in the industry. Throughout his career, he has seen how emerging trends have affected tax businesses. Recognizing the power of technology, and excited by the opportunities it offered tax professionals, Chris developed the SmartCenter software to help to take advantage of emerging trends in the tax industry and better serve clients.

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William Hamilton

SmartPath
Founder
[email protected]

Smartpath logo

Will is a huge Lakers fan and lover of technology.  He has spent the last 15 years helping 1,000's of Tax firm owners simplify their pricing and increase revenue so they can spend more time doing what they love. He is an approved instructor with the NATP and AICPA, and regularly hosts webinars and training.

About Our Presenter

Smartcenter
SmartCenter is a new cloud software to help you organize your tax practice and increase your revenue. The tax industry has changed, and your client’s are demanding more from you than ever. By using SmartCenter you can take back control over your practice. Manage client data better, provide additional services your clients want, and run your office like a modern tax pro, all from any computer by using SmartCenter.