Episode 46: Referrals: Do’s and Don'ts

Episode 46: Referrals: Do’s and Don'ts 

 
In this episode of The Wize Guys Podcast, Ed Chan with Wize Mentors, Thomas Sphabmixay, and Timothy Causbrook discuss how having a referral program in place increases the chances of getting quality referrals and keeping the business of these clients for your accounting firm. 
 
Find out how to start implementing this process so that there is a steady stream of referrals in the pipeline.  

 
 
Timestamps: 

0:00 - Intro 

0:35 - How to implement a referral process 

1:14 - Why referrals are the most efficient way to leverage 

1:50 - The importance of client service and communication 

2:39 - What is the ideal time to respond to clients 

4:43 - Why client approval meeting is essential 

5:38 - Tips for giving value to clients 

8:58 - The positive impact of having your clients involved 

9:31 - Understanding the emotional bank account 
 

#wizementoring #referrals #referralmarketing 

 

Quotations: 

“At Chan and Naylor, we have the same-day response. So, if you can't respond the same day because you're in a meeting, then at the latest the next morning. If you can't respond the next morning, you have got to get someone to ring the client up and let them know you won't be able to get back to them for a couple of days. If you're connecting with the client, that's the first thing you need to do. And everybody needs to be on the same page with that.”- Ed Chan  

 

USEFUL LINKS: 
 

• Download FREE eBook: The Accountant's 20-Hour Workweek Playbook 

 

GET IN TOUCH! 

Website: www.wizementoring.com 

Facebook: https://www.facebook.com/wizementoring/ 

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Linkedin: https://www.linkedin.com/company/wizementoring/ 

Instagram: https://www.instagram.com/wize.guys/?hl=en 

Email: [email protected] 

 
 

Download the full transcript here. 

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