• 72 CAS Sales: 5 Referral Programs You Can Create

  • Jan 24 2025
  • Length: 6 mins
  • Podcast

72 CAS Sales: 5 Referral Programs You Can Create

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  • Summary

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    On today’s episode of CAS Minute, we’re rethinking referrals. It’s time to move beyond passive expectations and start building a system that works. From flat fees to tiered rewards, we’ll walk through the most effective methodologies for compensating clients and partners for referrals. You’ll leave with actionable strategies to create a program that consistently drives high-value leads.

    Key Takeaways:

    • Why relying on goodwill alone won’t generate consistent referrals.
    • The most effective compensation structures for CAS firms.
    • How to choose the right incentives for your clients and partners.
    • Practical steps to launch and optimize your referral program.

    Thanks for listening! Come Say Hi 👋

    LinkedIn: Roman Villard, CPA
    X: @FullSendCPA
    YouTube: Full Send - Accounting & Data
    Data Podcast: Data Fuel
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