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Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 1, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Are you an accountant or tax professional trying to grow your business but can’t figure out how to best get more clients. It’s incredibly frustrating when you can’t reach your goals, you can’t add more staff and are stuck in the office and your income is limited. This is the number one challenge heard over and over across the accounting business.  This training course will show you the three keys to creating a systematic and repeatable flow of new client referrals into your practice. Here you’ll learn what’s working for accounting professionals who often “don’t like selling” but focus on building a strong referral-based business and are willing to invest 10-15 minutes a day. Learn how the typical finance and accounting pro gains 6-10 new referred client opportunities a month after just 4-6 weeks and is working for thousands of professionals across all industries.

Course Objectives:

  • Discover the three key secrets to building a strong referral based business

  • Learn how to create a strong referral team and trusted relationships

  • Understand how engagement increases new client closing rates by 400%

  • See how to make current and past clients become active referral sources

  • Learn a step-by-step method to get people to want to help and refer you

  • See how to stop chasing new leads and wasting time and marketing dollars

  • Make networking easy, productive and profitable

  • Gain a proven way for non-marketing pros to easily get new business

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Thomas Gay
Founder, CEO & Chairman
208 890 7599

Refer logo

Thomas Gay is a life-long serial entrepreneur focused on bringing IT solutions to complex business and marketing problems. Tom’s newest success, an exciting web 2.0 technology firm called provides a package of high performance, referral marketing tools to professional services providers where relationships are at the core of the client’s business success. services are aimed at financial services firms, attorneys, insurance professionals, consultants, accounting, non-profit and many other services firms. teaches users the keys to building trust-based referring relationships and then provides easy to use, web and mobile software tools for personal relationship building, task management and results tracking. In today’s setting, marketers are competing with more noise, higher costs and more barriers to reach a decision maker. tools break through the noise and puts the professional back into “high-touch” success building relationships with key prospects and potential referral sources. In the 80's, Tom founded National Decision Systems (NDS), the pioneer in advanced target marketing technology tools for major consumer goods and financial services companies. Tom’s firm was twice honored with the coveted INC 500 Award and he sold it in 1988 to Equifax (NYSE) of Atlanta, Ga. Today, NDS’ tools are still the industry standard and the company is now a part of A.C. Nielsen, Inc. In 1990, Tom started VistaInfo to deliver real time, geo-targeted property risk info to banks, insurers, realtors and home buyers across the USA. After going public in 1997, Tom was honored in an Individual Investor Magazine cover story (May 1999) where he was called one of the "5 Best Undiscovered CEO's" in the USA. VistaInfo was named a “Magic 25” company in 1999 and was acquired in 2000 with sales of $80mm to create what is now known as Fidelity National Information Solutions (FNIS-NYSE). In 2001, Tom and his wife, Patti, went to South Africa where they started a non-profit ministry organization, Monte Christo Ministries (MCM). Today, MCM feeds thousands of people daily and brings together organizations, churches and universities, world-wide, to help relieve the burdens of poverty, family breakdown and HIV/AIDS in the Cape Town area. Tom has served on numerous corporate and community boards and is a frequently sought speaker on the topics of referral-relationship marketing success, leadership development and socially responsible business.

About Our Presenter

Refer logo is revolutionizing referrals for professionals. Our software gives professionals the means to build networks of interrelated professionals called ”trusted teams,” and to nurture, monitor and encourage referrals. That’s why thousands of professionals use our software every day. We enable professional service providers to refer and be referred.