6 steps to structure, streamline & scale a million-dollar team. Discover the proven method to turbocharge your firm’s growth without it collapsing when you are not there.
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Join Ed Chan (Wize Mentoring and Chan & Naylor) as he shares his simple method for designing a proven referral strategy so you can grow your accounting firm.
Watch the RecordingOne 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.
Join Jamie Johns (Wize Mentoring and Sky Accounting) to find out how to use referrals to your advantage. Jamie will share his simple method for designing a referral strategy that is proven to work, puts no pressure on your current clients, and will ultimately create clients who create other clients organically.
Register to 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
If you cannot attend at this time, register to receive the recording.
Meet the Speaker
6 steps to structure, streamline & scale a million-dollar team. Discover the proven method to turbocharge your firm’s growth without it collapsing when you are not there.
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Micky Deming from Full Stadium Marketing explains how you can focus your marketing efforts to find your ideal audience, create content that matters, and distribute it to the right places.
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The second annual exploration of AI and its impact on the accounting profession. For the most recent analysis, download The State of AI in Accounting Report 2026.
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Set your accounting firm’s tech stack up for success by asking the right questions.
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We spoke with managers from high-performing accounting firms to find out the best interview questions to ask when hiring new candidates.
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