Description

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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.

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Full Send | Accounting & Data

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