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Surgent's Business Development: Referral Rally

Available Until Wednesday, Apr. 30, 2025

Surgent McCoy CPE, LLC

201 N. King of Prussia Rd. Ste. 370
Radnor, PA 19087

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1.00 Credits

Member Price $49.00

Non-Member Price $69.00

Overview

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.

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

Highlights

  • Networking organizations 
  • Obtaining referral sources

Designed For

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

Prerequisites

None

Preparation

None

Notice

This self-study product is a course manual download with a test.

You will receive an email from Surgent CPE with instructions to access this course.

Non-Member Price $69.00

Member Price $49.00