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1 CPE

Surgent's Business Development: Referral Rally

This is a text-based course

Text
1 CPE

This is a text-based course. To receive credit, you are required to review all content and achieve a minimum score of 70% on the final exam.

Participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development principles as they move from analyzing networking groups to meet people that most closely align with the company’s vision to choosing the right contacts that will best lead to referrals for the struggling company. The game’s accompanying video, “Business Development for Accounting and Other Professionals” provides additional reinforcement of the topics and learning objectives.

Learning Objectives

  • Be familiar with ways to expand a client base through networking and referral sources 
  • Understand how professionals differentiate their practice in a crowded field of competitors

Major Topics

  • Networking organizations 
  • Obtaining referral sources

CPE Credits Available

1 CPE
1
Communications and Marketing

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Business/Practice Management
  • Communications
  • Marketing

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accounting professionals needing to develop core business development skills, including the importance of building their professional network

Provider

Surgent CPE

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