Developing referrals

This recording provides some guidance for CPA Australia members on the development of referrals and how to improve your level of engagement with clients.

The recording addresses how a client engagement methodology and a framework for approaching the grading of relationships can add value to the practice and to clients. A case study is used to demonstrate the benefits from referring trusted third parties and doctorate research on referral-based engagement with clients is referenced.

Presented by Noel Scully CPA, Director and Mark Griffiths, Principal of nem Australasia, which partners with CPA Australia in the provision of business development guidance for CPA Australia members in public practice.

Recorded at CPA Australia’s head office in August 2011.

^{nem Australasia is the owner of all intellectual property associated with this recording and has granted a licence to CPA Australia to use this intellectual property with members.}