Jan 24 2025 6 mins 1
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
