How to Generate Client Referrals

Part of the Management, Advisory and Development (MAD) Practice Guides Series

The writers at 2020 have over 50 years combined consulting experience to accountants and tax advisors and are authors of books, articles, manuals and publications world- wide. They work with some of the most exciting and innovative firms in our Industry.

2020 have produced a series of simple and easy to follow practical guides to help you improve and grow your business. These guides contain example scripts, (e) letters, planners and other useful material to help you make changes and help you succeed.

If you are looking to grow and develop a profitable accounting practice then you will find these guides an essential resource and reference.

Free of charge with 2020 Platinum Membership!  Find out more


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How to Generate Client Referrals





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Product Description

The easiest way to grow a practice is by referrals!

Our client satisfaction survey has consistently shown that most of your clients will refer you but that most firms don’t ask!

Organic growth is the most cost effective marketing tool for any practice.
A system for generating referrals costs time and involves little additional marketing spend. So here are some simple reminders from 2020 about the systems you could put in place to ensure you get more referrals from your happy clients.

But…if you want these systems to work, you should get your team’s buy in and ensure you follow the systems. We can write them but your team has to implement them!.


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