10 Keys to Outstanding Service and More Referrals
Total Credits: 4 including 2 Communications and Marketing - Non-technical , 2 Personal Development - Non-Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Personal Development | Practice Management
- Faculty:
- Jonathan Robinson, MA, MFT
- Course Levels:
- Basic
- Duration:
- 4 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
In a competitive economy, CPA's and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.
Basic Course Information
Learning Objectives- Build trust and rapport with your clients, co-workers, and others
- Negotiate more effectively by using advanced persuasion techniques
- Stand out as a professional in a way that leads to increased success, satisfaction and referrals
- Know specific referral strategies that are highly effective
Major Subjects
- Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want
- How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport
- Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use
- How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
10 Keys to Outstanding Service and More Referals Handout (137.6 KB) | Available after Purchase |
Faculty

Jonathan Robinson, MA, MFT Related Seminars and Products
Jonathan Robinson is a psychotherapist, best-selling author of ten books, and a professional speaker from Northern California. For the past 30 years he has spoken to dozens of Fortune 500 companies including Google, Microsoft, Dell Computer, Coca-Cola, and Fed-Ex. Mr. Robinson has made numerous appearances on the Oprah show and CNN, as well as other national TV talk shows. He has reached over 100 million people around the world, and is known for providing his audiences with immediately useful information presented in a fun and entertaining manner.
Jonathan speaks regularly to Fortune 500 companies such as Google, Microsoft, Dell, Bank of America, Coca-Cola, and FedEx/Kinko’s. In his public talks and workshops, Jonathan is known for providing his audiences with powerful and immediately useful information in a fun and entertaining manner.
Dates
Tue, Apr 08, 2025 - 11:00am to 02:34pm EDT
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Thu, Apr 24, 2025 - 03:00pm to 06:34pm EDT
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Wed, May 14, 2025 - 11:00am to 02:34pm EDT
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Tue, May 27, 2025 - 06:00pm to 09:34pm EDT
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Wed, Jun 04, 2025 - 11:00am to 02:34pm EDT
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Wed, Jun 18, 2025 - 03:00pm to 06:34pm EDT
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Sat, Jun 28, 2025 - 11:00am to 02:34pm EDT
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Fri, Jul 11, 2025 - 03:00pm to 06:34pm EDT
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Tue, Jul 29, 2025 - 11:00am to 02:34pm EDT
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Thu, Aug 07, 2025 - 03:00pm to 06:34pm EDT
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Wed, Aug 27, 2025 - 11:00am to 02:34pm EDT
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Mon, Sep 08, 2025 - 03:00pm to 06:34pm EDT
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Tue, Sep 23, 2025 - 11:00am to 02:34pm EDT
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Thu, Oct 02, 2025 - 06:00pm to 09:34pm EDT
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Sat, Oct 18, 2025 - 11:00am to 02:34pm EDT
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Wed, Nov 12, 2025 - 03:00pm to 06:34pm EST
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Fri, Nov 21, 2025 - 11:00am to 02:34pm EST
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Tue, Nov 25, 2025 - 03:00pm to 06:34pm EST
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Tue, Dec 09, 2025 - 11:00am to 02:34pm EST
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Sat, Dec 20, 2025 - 03:00pm to 06:34pm EST
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Mon, Dec 29, 2025 - 11:00am to 02:34pm EST
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Thu, Jan 08, 2026 - 03:00pm to 06:34pm EST
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Tue, Jan 27, 2026 - 06:00pm to 09:34pm EST
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Wed, Feb 25, 2026 - 11:00am to 02:34pm EST
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Tue, Mar 10, 2026 - 03:00pm to 06:34pm EDT
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Wed, Apr 01, 2026 - 03:00pm to 06:34pm EDT
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Sat, Apr 18, 2026 - 11:00am to 02:34pm EDT
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Mon, May 04, 2026 - 03:00pm to 06:34pm EDT
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Wed, May 20, 2026 - 11:00am to 02:34pm EDT
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Tue, Jun 09, 2026 - 03:00pm to 06:34pm EDT
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Mon, Jun 15, 2026 - 11:00am to 02:34pm EDT
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Sat, Jun 20, 2026 - 03:00pm to 06:34pm EDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For This course is designed for any CPA who wants to increase the number of clients they have, or is interested in raises their rates and dealing with a higher level of service and clientele.
Original Recording Date 1/2025
Yellow Book No
Course Developer Jonathan Robinson
Date Added to Catalog 1/2025
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.