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10 Ways to Create Delighted Clients and More Referrals WEBCAST


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4.0 Credits

Member Price $129.00

Non-Member Price $159.00


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.


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 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. The three most important keys all successful communicators use. 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.



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.


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.






Leader Bios

Jonathan Robinson, Workshops by Jonathan Robinson

Jonathan Robinson is an Associate with Frank Sanitate Associates. He is a psychotherapist, author, and professional speaker from Santa Barbara, California. Jonathan has reached over a million people around the world with his practical methods, and his work has been translated into 47 languages. Mr. Robinson has appeared on the Oprah Winfrey and other TV talk shows, CNN, and CNBC. Among his books are: Shortcuts to Bliss, Instant Insight: 200 Ways to Create the Life You Really Want and Communication Miracles for Couples. His specialty is teaching people simple techniques that can have a profound impact on the quality of their life. He has an M.A. and an M.F.C.C.

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Non-Member Price $159.00

Member Price $129.00