Getting new clients

Learning objectives

After completing this course, the learner should be able to:

  • Define and review the dynamics of various referral strategies
  • Craft a description of the firm's target market
  • Identify referral channels for their firm and develop strategies to grow referrals
  • Have an awareness of the value of niche services
  • Measure the impact and results of referral strategies
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Evelyn Grammar

Instructor bio

Evelyn Grammar is a human resources professional with more than 30 years of instructional design and training experience. She develops and delivers targeted learning programs for many industries. Evelyn holds an MS in Organizational Dynamics from the University of Pennsylvania. She now lives in Hamilton, NJ with her husband, Spud. Evelyn has worked closely with the American Institute of CPAs (AICPA), General Electric (GE), American International Group (AIG), Lockheed Martin and MUFG Americas (part of Mitsubishi UFJ Financial Group), just to name a few.

National Registry of CPE Sponsors

A Becker Professional Education 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

Becker Professional Education Sponsor I.D. Numbers NASBA: 107294, New York: 002087, New Jersey: 20CE00226700, Texas: 009580, Ohio: CPE.186, Illinois 158.002405, Pennsylvania: PX177823

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