Jason On Firms Podcast 542 My New Favorite Referral Strategy for Accounting Firms
Nov 19, 2025
Firm owners can turbocharge their client lists through community-driven referrals and strategic specialization. Discover how attending local live events fosters trust and sparks collaboration among like-minded professionals. Learn the importance of clear communication about desired clients and services, which opens up new opportunities. High-context conversations build stronger relationships, while asking peers about their needs enhances reciprocal referrals. Join upcoming workshops to refine your approach and connect with others in your field!
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Referral Momentum At Live Events
- Jason Staats noticed an unusually high flow of client referrals between firms after attending live accounting events.
- Firms are actively moving poor-fit clients to others who can better serve them, fueling rapid client list growth.
Local Context Supercharges Trust
- Local, in-person events build trust faster and increase willingness to refer despite many firms operating virtually.
- Online communities increase connectivity, but regional context accelerates referral activity.
Narrow Your Service Focus
- Do stop offering every service and focus on a narrower, piercing approach to win clients.
- Communicate what you want to do next, not what you've done historically, to attract better referrals.
