Referral Marketing for Financial and Accounting Firms

Referral Marketing for Financial and Accounting Firms


Accounting and finance firms rely on referrals for the vast majority of their new business. Discover how the most successful firms in your industry drive a steady flow of referrals. And find out how your firm can adopt these lessons—right away—in your own marketing and business development efforts.

Course Length: 3 hours, 56 min

What You’ll Learn

  • How to assess your current referral strategy and make it more effective
  • The most effective ways to build awareness of your expertise among key audiences
  • Why engaging in traditional networking activities is probably not worth your time
  • How to plan and implement strategies that prevent referrals from ruling you out
  • Tips for using your website, blog posts, speaking engagements and social media activity to convert referrals to new business