Accountex 2013 referral generation for accountants, proven strategies

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Winning new clients is never easy, and we all know the very best source of new business is referrals. Referrals can be inexpensive to get and are often far easier to sell to because they come to you, recommended by a trusted source. They are then in many ways the perfect lead, but obtaining a regular flow of referrals can actually be a difficult process for accountancy firms. This workshop will explore proven, easy to implement ways your accountancy firm can win more referrals, including: *How to gather more referrals *Overcoming the hardest obstacle of all *Using social media to make referral generating 'easy' *How to outsource the process and get great client feedback *Why having an App can really help

Empresariales Noticias y política

whattodowhenIfinsih?
Including application of some of these referral techniques
www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

ICAS CPAA ACCA Accountancy Age
Accountex IFP ICPA CIMA
Supporters
PromotersAffiliates
McInerney Saunders
Irish Tax Institute
www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

abalancedapproach
Referrals
www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

nevermarketYourselfAgain?
Referrals
1. Never ask for one!!! Always ask for..
2. Testimonials and commendations
3. Ask when you’re turned down
4. The affinity group
5. Use satisfaction surveys
www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

nevermarketYourselfAgain?
Referrals
1. Never ask for one!!! Always ask for..
2. Testimonials and commendations
3. Ask when you’re turned down
50 appts p.a. @ conversion of 1:5
leaves 40 prospects who said No!
if just half gave 2 referrals = 40 referrals
4. The affinity group
5. Use satisfaction surveys
www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

nevermarketYourselfAgain?
Referrals
6. Systematic networking
7. Negotiating for referrals
8. Networking lunches or client
seminar referrals
9. Referral certificates
10. Ask past customers
www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

nevermarketYourselfAgain?
Referrals
9. Referral certificates
www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

apps&Referrals
faster.
further.
cheaper.
better.
}An App does a referral job
www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

nevermarketYourselfAgain?
Referrals
11. Ask staff members
12. Ask vendors & suppliers
13. Ask referrals for referrals
14. Network through charities
15. Referrals from bad debt!!!
www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

nevermarketYourselfAgain?
Referrals
www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

nevermarketYourselfAgain?
Referrals
www.rework.com rework@mail.com (987) 124-5678 98 East Street, New York, NY 12345www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

Apps&Referrals
Referrals
1.Unique design
2.Powerful calculators
3.Great tax tables and dates
4.Blog integration
5.Arrange to meet
6.Mileage tracker
7.Photo receipt manager tool
8.Push notifications
www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

apps&Referrals
Communicate to all your App
users in seconds
‘Push Notifications’
In a blog you could simply say,
“Could you think of three friends or colleagues
you could recommend this App to?”
www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

apps&Referrals
Or email all your clients and say,
“If you have found this App useful maybe your friends or
customers might too. Maybe they’d like the mileage
calculator and receipts tool that you use helpful. It would
be great if you could consider recommending that they
might like to try the App for themselves.
All they have to do is visit www.myfirmsapp.co.uk/demo”
www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

biggesthurdleIswasprice...
The most power App available at
the very best price!
From just £599 + VAT or
Your own Gold App at £899 + VAT
How many clients would you need
to win to get a return on this small
investment?
X
www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

he ‘discovery’ we made with
Accounting Practice ICAS Tayabli
& many others

Registerforyourfreedemo
onstandatAccountexor...
Register for your free App demo including LinkedIn & App referrals:
www.myfirmsapp.co.uk/free-demo
From the comfort of your own desk
Totally free, with no obligation
Discover how other firms are using it
Uncover the value for your firm and your clients
Explore ‘Effective Mobility’ for your firm
Which App is best for you
Or call us on +44 (0) 1325 469603
Or email me danielr@insight-marketing.comwww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

goodluck!
www.myfirmsapp.co.uk danielr@insight-marketing.com
+44 (0) 1325 469603

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This is a free webinar from Sales For Accountants (by Insight Marketing) focused on the Market Place and the Threats Ahead. Incredible change has happened, in the market place and in our economy. And more is ahead. How has your firm coped and how will you respond now. We explore in this short insightful webinar, the key changes that have occurred and the main threats the industry faces ahead.

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Over the next 12 – 18 months we believe that almost every accountancy firm will have a blog and start blogging. Simply because the benefits to having a blog are so strong, the cost to getting a blog running so low and running a blog actually saves most accountancy firms or senior partners valuable time! Perhaps unsurprisingly there are a lot of bad, early blogs out there! As you will see from the examples below many make the simple mistake of having the blog separate from their website – making usability a pain and you loose out on the great SEO benefits of a blog. Some firms will even be setting up a blog as an apparent afterthought to the website, and actually competing against its main site for Google rankings! Not least because Google values fresh, new, social content much more than a static website.

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These are unprecedented times – don’t traverse them alone. One of our key frustrations is sitting with partners who say they simply want to grow. No particularly thought through reason why, no timescale or even eventual exit in mind. And then when asked what is in place to help them grow right now, notwithstanding the worrying lack of direction, the answer is often very little if anything at all. This webinar gives you proven ways to win quality new clients for your firm now. It will also help you establish a sales pipeline and ‘engine’ that will add tangible £value to your practice. Firms of all sizes across the UK are implementing this strategies, tools and resources now for profitable results. Expert ways to generate quality appointments, where you can win profitable new clients. Appointment generation for Accountants and professional service firms that is more than telemarketing.

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Right now in the current market, ring fencing your customer base is a critical and urgent part of successful practice management. A firm must protect clients. Your customers are at more risk than ever before and also need greater support from their most trusted professional advisor. This also presents for most firms a very real opportunity. Some firms have been complacent, others have been down-right lazy. Truth is, if you’re not using twitter – your competitors will be. If you’re not online to market and sell, your competitors will be. If you’re not actively protecting your clients, your competitors will be actively courting them... To talk 1:1, without obligation, and to get expert independent advice for your firm and your goals please call +44 (0) 800 8030826 or email me direct on danielr@insight-marketing.com

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Accountex 2013 referral generation for accountants, proven strategies

1. ReferralsMADEEASY Starts at 1 pm

2. ReferralswhoAMI

3. whattodowhenIfinsih? Including application of some of these referral techniques www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

4. ICAS CPAA ACCA Accountancy Age Accountex IFP ICPA CIMA Supporters PromotersAffiliates McInerney Saunders Irish Tax Institute www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

5. abalancedapproach Referrals www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

6. nevermarketYourselfAgain? Referrals 1. Never ask for one!!! Always ask for.. 2. Testimonials and commendations 3. Ask when you’re turned down 4. The affinity group 5. Use satisfaction surveys www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

7. nevermarketYourselfAgain? Referrals 1. Never ask for one!!! Always ask for.. 2. Testimonials and commendations 3. Ask when you’re turned down 50 appts p.a. @ conversion of 1:5 leaves 40 prospects who said No! if just half gave 2 referrals = 40 referrals 4. The affinity group 5. Use satisfaction surveys www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

8. nevermarketYourselfAgain? Referrals 1. Never ask for one!!! Always ask for.. 2. Testimonials and commendations 3. Ask when you’re turned down 50 appts p.a. @ conversion of 1:5 leaves 40 prospects who said No! if just half gave 2 referrals = 40 referrals 4. The affinity group 5. Use satisfaction surveys www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

9. nevermarketYourselfAgain? Referrals 6. Systematic networking 7. Negotiating for referrals 8. Networking lunches or client seminar referrals 9. Referral certificates 10. Ask past customers www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

10. nevermarketYourselfAgain? Referrals 9. Referral certificates www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

11. nevermarketYourselfAgain? Referrals 6. Systematic networking 7. Negotiating for referrals 8. Networking lunches or client seminar referrals 9. Referral certificates 10. Ask past customers www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

12. apps&Referrals faster. further. cheaper. better. }An App does a referral job www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

13. nevermarketYourselfAgain? Referrals 11. Ask staff members 12. Ask vendors & suppliers 13. Ask referrals for referrals 14. Network through charities 15. Referrals from bad debt!!! www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

14. nevermarketYourselfAgain? Referrals www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

15. nevermarketYourselfAgain? Referrals www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

16. nevermarketYourselfAgain? Referrals www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

17. nevermarketYourselfAgain? Referrals www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

18. nevermarketYourselfAgain? Referrals www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

19. nevermarketYourselfAgain? Referrals www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

20. nevermarketYourselfAgain? Referrals www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

21. nevermarketYourselfAgain? Referrals www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

22. nevermarketYourselfAgain? Referrals www.rework.com rework@mail.com (987) 124-5678 98 East Street, New York, NY 12345www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

23. apps&Referrals faster. further. cheaper. better. }An App does a referral job www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

24. Apps&Referrals Referrals 1.Unique design 2.Powerful calculators 3.Great tax tables and dates 4.Blog integration 5.Arrange to meet 6.Mileage tracker 7.Photo receipt manager tool 8.Push notifications www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

25. apps&Referrals Communicate to all your App users in seconds ‘Push Notifications’ In a blog you could simply say, “Could you think of three friends or colleagues you could recommend this App to?” www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

26. apps&Referrals Or email all your clients and say, “If you have found this App useful maybe your friends or customers might too. Maybe they’d like the mileage calculator and receipts tool that you use helpful. It would be great if you could consider recommending that they might like to try the App for themselves. All they have to do is visit www.myfirmsapp.co.uk/demo” www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

27. biggesthurdleIswasprice... The most power App available at the very best price! From just £599 + VAT or Your own Gold App at £899 + VAT How many clients would you need to win to get a return on this small investment? X www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

28. he ‘discovery’ we made with Accounting Practice ICAS Tayabli & many others

29. Registerforyourfreedemo onstandatAccountexor... Register for your free App demo including LinkedIn & App referrals: www.myfirmsapp.co.uk/free-demo From the comfort of your own desk Totally free, with no obligation Discover how other firms are using it Uncover the value for your firm and your clients Explore ‘Effective Mobility’ for your firm Which App is best for you Or call us on +44 (0) 1325 469603 Or email me danielr@insight-marketing.comwww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

30. goodluck! www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603

Accountex 2013 referral generation for accountants, proven strategies

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Accountex 2013 referral generation for accountants, proven strategies