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Tuesday, August 5, 2025

Want More Ideal Clients? Start by Becoming Truly Referrable




Most accountants agree: referrals are the #1 source of new business


But let’s dig a little deeper—because not all referrals are created equal.


What’s a good referral?


It’s not just a name or a lead. 


good referral is a warm introduction to an ideal client—someone pre-qualified, who already trusts your capabilities because someone they trust recommended you.


They rarely question your fees. They value your expertise. They’re ready to work with you.


So…


How do you get more of those referrals?


 Step 1: Be Referrable.


You could be the best accountant in your city, but if someone Googles you after being referred and finds:

An outdated LinkedIn profile

A vague website

No social proof or reviews

No easy way to connect…


You’ll never know how many good referrals simply disappeared quietly.


💡Referron helps you fix this.

It gives you a compliant, professional digital business card that makes it easy for people to refer you—and easy for new clients to trust you at first glance.



Mark Lee the global guru for accountants - has a brilliant article on referrals https://www.linkedin.com/pulse/how-get-more-right-kind-referrals-mark-lee-fca-9ckne?utm_source=share&utm_medium=member_ios&utm_campaign=share_via


And talks about Why Asking for Referrals Feels Awkward

(And how to fix it)


Referrals involve three people:

You – the service provider

The Referrer – someone who knows and trusts you

The Target – the person you’d like to meet


Most accountants say “If you know someone who needs an accountant, let me know.”

That’s vague, forgettable, and ineffective.


A better approach?


Be painfully specific:


“You mentioned your client Anna is expanding and unhappy with her accountant. Would you feel comfortable introducing us? I could help her with tax planning before hiring.”


“You said Steve sold his business. I’ve helped others like him manage capital gains. Would you be open to connecting us?”


With Referron, your referrers don’t need to remember your pitch.


They simply share your digital business card—with one tap.



The Referrer Is Putting Their Reputation On the Line


Remember: referring you is a risk for the person making the introduction.


They must believe:

You’re brilliant at what you do

You’ll treat their contact with care

You’ll make them look good


Referron helps reinforce that confidence. Your profile, reviews, and tracked referral history build trust before the first conversation even starts.



Consistency Beats Luck


Getting more referrals isn’t about luck—it’s about creating habits.


Mark talks about 


Making one specific referral request per week.

That’s 40+ a year. Even if half convert, that’s 20 valuable new clients.


Ask yourself:

What’s 20 ideal new clients worth to your practice?



Ready to Make Referrals Easier?


Here’s how Referron helps:

Create a professional digital business card

Send & receive referrals with one tap

Track your referral activity

Integrate with your CRM

Compliant, secure, and built for professionals


Start Here 👉  www.referron.com 


See how it works 🎥 https://youtu.be/UYeK-HMeIqk?si=Lt8_cDBpiRVqQO12 



Final Thought


You’re already good at what you do.

Let your network show it.


Referron helps accountants like you be more referrable, more connected, and more in control of your growth.



Would you like me to refer you to Mark Lee?


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