Course Description

Your Roadmap to Becoming Remarkable

Referrals are the backbone of every successful accounting or advisory practice. But for most professionals, The Referable Business Advisor changes that. Through a structured 3-phase, 9-step system, you’ll move from being unmemorable to becoming remarkable — the advisor clients recommend with confidence, peers remember, and partners seek out.

ENROLL NOW

Why This Program Works

Most CPAs, bookkeepers, tax specialists, and advisors know they should get referrals — but few have a plan. They rely on hope that clients will remember them at the right time or that connections will bring their name up in conversation.

Hope is not a strategy.

The Referable Business Advisor gives you a repeatable system that makes referrals consistent and sustainable. I built The Referable Business Advisor because I repeatedly saw firms with strong technical skills — but no system for:

Built for busy professionals – Each lesson is short, actionable, and designed to fit into your schedule.
Proven in practice – The framework has been tested with hundreds of professionals in firms, workshops, and coaching engagements.
Designed for confidence – You’ll stop second-guessing your approach and apply a clear, step-by-step process that works.

The 3-Phase, 9-Step Framework

This program is more than ideas — it’s a roadmap. You’ll progress through each phase in order, building a foundation that strengthens with every step.

Phase 0: Pre-Course –
Laying the Foundation

Before diving into the three phases, you’ll set the stage for success.

Learn how to navigate the Kajabi platform and access your resources
Understand why referrals matter more than ever in professional services
Establish your referral baseline: where leads come from today, how strong they are, and what processes you already have in place

By the end of this pre-course, you’ll know exactly where you’re starting and what you’re aiming to improve.

Phase 1: Rememberable

If people don’t remember you, they can’t refer you. This phase helps you stand out, stay top-of-mind, and build a presence that clients and peers trust.

Module 1: Become Focused 
Define your niche and clarify the value you bring. A focused message makes you easier to remember — and easier to recommend.
Module 2: Become Relevant 
Shift your perspective from what you do to what your clients need. Learn to speak their language, address their pain points, and position yourself as the obvious choice
Module 3: Become Notable 
Transform your online presence — your website, LinkedIn, and other profiles — so that your reputation is consistent and credible across every touchpoint.

Phase 2: Preferable

Being remembered is good. Being the preferred choice is even better. This phase shows you how to become the go-to advisor clients and partners want to recommend.

Module 4: Preferable to Business Connections 
Build a professional network that knows exactly when to send clients your way.
Module 5: Preferable to Customers 
Deepen client loyalty and turn satisfied customers into strong advocates who refer you naturally.
Module 6: Preferable to Team Members 
Create a culture where your team supports growth and amplifies your reputation.

Phase 3: Remarkable

The final phase positions you not just as a remembered or preferred advisor — but as a remarkable one. This is how you scale your reputation and grow sustainably.

Module 7: Strategic Partnerships 
Develop alliances with complementary professionals that multiply your reach and opportunities.
Module 8: Venerable Reputation 
Establish yourself as a respected leader in your industry or community. Referrals begin to flow from reputation alone.
Module 9: Sustainable Growth 
Put systems in place that ensure your referral pipeline stays strong — so your practice thrives for years to come.

What You’ll Gain

By completing the program, you’ll:

Build a referral strategy you can rely on, not just hope for
Gain confidence asking for referrals naturally, without feeling “salesy” Buyer Persona for _The Referabl…
Create a stronger personal and professional brand that attracts your ideal clients
Develop relationships and partnerships that drive exponential growth
Establish systems that make referrals consistent and scalable

Ready to Become Remarkable?

If you’re an accountant, CPA, bookkeeper, tax specialist, or advisor who’s ready to stop chasing clients and start attracting them, this program was built for you.

You don’t need a big marketing budget. You don’t need to become a full-time salesperson. You need a proven framework, tested with professionals like you, that works.