How referrals can supercharge your firm’s growth


One form of marketing trumps all others for accounting firms: word-of-mouth.

Never underestimate the power that client referrals can have on your success. There is no surer way to gain new clients, and just as importantly, make certain those new clients are the types of customers you actually want.

Yet a shockingly large number of practices do not have any referral strategy whatsoever.

In this video, Jamie Johns (Wize Mentoring and Sky Accounting) walks you through how to use referrals to your advantage. Jamie shares his simple method for designing a referral strategy that is proven to work, puts no pressure on your current clients, and ultimately creates clients who create other clients organically.

In this video, you will learn:

  • Why a healthy Emotional Bank Account (EBA) is the key to referrals

  • How to identify the clients you want referrals from (and those you don’t)

  • How to gain client trust, and build connection and keep your EBA full

  • Quick wins you can take today to kick off your referrals