Referrals Strategy

Referrals are one of the most powerful and cost-effective ways to generate new business—but many companies miss out by lacking a clear strategy and consistent approach. This course is designed to help professionals create a focused, actionable referral system that delivers real results.
You’ll learn how to develop a referral strategy, build strong relationships, and maintain the discipline needed to keep your referral efforts active and effective over time. Whether you're in sales, marketing, or leadership, this course will help you turn referrals into a reliable growth engine.

Labelled ‘Mr Network’ by The Sun, Andy Lopata was called ‘one of Europe’s leading business networking strategists’ by the Financial Times and ‘a true master of networking’ by the Independent. A very experienced international speaker, Andy is the author of three books on networking, has been quoted in a number of other business books and is regularly quoted in the international press. His fourth book will be published by Bloomsbury Publishing in 2019. Andy is a Fellow of the Professional Speaking Association (PSA) and of the Learning and Performance Institute and a Master of the Institute for Sales Management. He is also one of just 23 recipients of the PSA’s top honour, the ‘Award of Excellence’.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.