{"id":85557,"date":"2021-07-05t12:00:04","date_gmt":"2021-07-05t16:00:04","guid":{"rendered":"\/\/www.g005e.com\/?p=85557"},"modified":"2022-12-22t00:42:38","modified_gmt":"2022-12-22t05:42:38","slug":"6-steps-to-maximize-referrals","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/07\/05\/6-steps-to-maximize-referrals\/","title":{"rendered":"6 steps to maximize referrals"},"content":{"rendered":"<p><strong><a class=\"external\" href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508.jpeg\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-80023\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-424x283.jpeg\" sizes=\"(max-width: 424px) 100vw, 424px\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-424x283.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-300x200.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-600x401.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508.jpeg 713w\" alt=\"female executive greeting couple\" width=\"424\" height=\"283\" \/><\/a>how to foster opportunities from your wealthiest clients.<\/strong><\/p>\n<p><i>by anthony glomski and russ alan prince<\/i><br \/>\n<a class=\"external\" href=\"https:\/\/baystreetgroup96521.activehosted.com\/f\/26\" target=\"_blank\" rel=\"noopener\"><i>your $5-million high-net-worth practice<\/i><\/a><\/p>\n<p>as part of the discovery process, you are ascertaining who your wealthy clients can refer to you. in empirical study after study, accountants (as well as other professionals) say that they get most of their client referrals from their current clients. they also say that this happens because they do an excellent job for their clients.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2021\/06\/14\/its-all-about-your-wealthy-clients\/\">it\u2019s all about your wealthy clients<\/a> | <a href=\"\/\/www.g005e.com\/2021\/05\/31\/conviction-process-expertise\/\">conviction + process + expertise = your next $5 million<\/a> | <a href=\"\/\/www.g005e.com\/2021\/05\/10\/a-high-net-worth-practice-in-four-steps\/\">a high-net-worth practice in four steps<\/a> | <a href=\"\/\/www.g005e.com\/2021\/04\/26\/dont-ignore-life-insurance\/\">don\u2019t ignore life insurance<\/a> | <a href=\"\/\/www.g005e.com\/2021\/04\/20\/constructive-solutions-for-messy-client-situations\/\">adultery and other messy situations<\/a> | <a href=\"\/\/www.g005e.com\/2021\/04\/12\/how-to-attract-the-super-rich\/\">how to attract the super-rich<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/07\/05\/6-steps-to-maximize-referrals\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>another insight we find in the research is that very few professionals are doing much to foster getting referrals from their highly satisfied clients.<br \/>\n <a href=\"\/\/www.g005e.com\/2021\/07\/05\/6-steps-to-maximize-referrals\/#more-85557\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2021%2f07%2f05%2f6-steps-to-maximize-referrals%2f&amp;t=6+steps+to+maximize+referrals'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2021%2f07%2f05%2f6-steps-to-maximize-referrals%2f&amp;title=6+steps+to+maximize+referrals&amp;summary=how+to+foster+opportunities+from+your+wealthiest+clients.%0d%0a%0d%0aby+anthony+glomski+and+russ+alan+prince%0d%0ayour+%245-million+high-net-worth+practice%0d%0a%0d%0aas+part+of+the+discovery+process%2c+you+are+ascertaining+who+your+wealthy+clients+can+refer+to+you.+in+empirical+study+after+study%2c+accountants+%28as+well+as+other+professionals%29+'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2021%2f07%2f05%2f6-steps-to-maximize-referrals%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%206%20steps%20to%20maximize%20referrals&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2021\/07\/05\/6-steps-to-maximize-referrals\/\" title=\"email this: 6 steps to maximize referrals \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a class=\"external\" href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508.jpeg\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-80023\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-424x283.jpeg\" sizes=\"(max-width: 424px) 100vw, 424px\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-424x283.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-300x200.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508-600x401.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/10\/womangreetscouple_adobestock_183246508.jpeg 713w\" alt=\"female executive greeting couple\" width=\"424\" height=\"283\" \/><\/a>how to foster opportunities from your wealthiest clients.<\/strong><\/p>\n<p><i>by anthony glomski and russ alan prince<\/i><br \/>\n<a class=\"external\" href=\"https:\/\/baystreetgroup96521.activehosted.com\/f\/26\" target=\"_blank\" rel=\"noopener\"><i>your $5-million high-net-worth practice<\/i><\/a><\/p>\n<p>as part of the discovery process, you are ascertaining who your wealthy clients can refer to you. in empirical study after study, accountants (as well as other professionals) say that they get most of their client referrals from their current clients. they also say that this happens because they do an excellent job for their clients.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2021\/06\/14\/its-all-about-your-wealthy-clients\/\">it\u2019s all about your wealthy clients<\/a> | <a href=\"\/\/www.g005e.com\/2021\/05\/31\/conviction-process-expertise\/\">conviction + process + expertise = your next $5 million<\/a> | <a href=\"\/\/www.g005e.com\/2021\/05\/10\/a-high-net-worth-practice-in-four-steps\/\">a high-net-worth practice in four steps<\/a> | <a href=\"\/\/www.g005e.com\/2021\/04\/26\/dont-ignore-life-insurance\/\">don\u2019t ignore life insurance<\/a> | <a href=\"\/\/www.g005e.com\/2021\/04\/20\/constructive-solutions-for-messy-client-situations\/\">adultery and other messy situations<\/a> | <a href=\"\/\/www.g005e.com\/2021\/04\/12\/how-to-attract-the-super-rich\/\">how to attract the super-rich<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/07\/05\/6-steps-to-maximize-referrals\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>another insight we find in the research is that very few professionals are doing much to foster getting referrals from their highly satisfied clients.<br \/>\n <a href=\"\/\/www.g005e.com\/2021\/07\/05\/6-steps-to-maximize-referrals\/#more-85557\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2021%2f07%2f05%2f6-steps-to-maximize-referrals%2f&amp;t=6+steps+to+maximize+referrals'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  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linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2021%2f07%2f05%2f6-steps-to-maximize-referrals%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%206%20steps%20to%20maximize%20referrals&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2021\/07\/05\/6-steps-to-maximize-referrals\/\" title=\"email this: 6 steps to maximize referrals \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":3562,"featured_media":83153,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1363,3120,3002,3139],"tags":[],"class_list":["post-85557","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-special","category-wealth","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin 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