berntson porter

Manage and Maximize Referral
Relationships
Allan VanderHamm
CExP, CPA, ABV, CVA, CM&AA
Berntson Porter & Company, PLLC
Bellevue, Washington
1.
No Magic Bullet
2.
Takes Time
3.
Techniques Work







Business Killers Workshop
Presentations
Intentional Marketing Group
One-on-one
Social Events and Seminars
Partners
Vistage All Day Events
The Workshop: interactive session
featuring short videos and
discussion about common business
owner mistakes and how to avoid
them.
Business Killers
Selling Technologies
Donna Whiteley 267-684-6844
309 Lakeside Park
Southampton, PA 18966
Sellingtechnologies.com
Presentation at the 2014 CAMPS
conference. CAMPS= Center for
Advanced Manufacturing Puget
Sound.
BP Principal Chris Laine
presents as part of
Berntson Porter’s “Get
the Edge” seminar series.
Greg Porter addresses
the crowd at a Seattle
World Trade Center winetasting event (2015).

Vistage All-City Meet







Business Killers Workshop
Presentations
Intentional Marketing Group
One-on-one
Social Events and Seminars
Partners
Vistage All Day Events
Team BP receiving our 2013 Best
Accounting Firms to Work For award –
we ranked #2 in the nation for mediumsized firms.

Care for People

Build Trust

Do Good Work!
Thank you!
Allan VanderHamm
CExP, CPA, ABV, CVA, CM&AA
Berntson Porter & Company
PLLC
11100 NE 8th Street, Suite 400
Bellevue WA 98004
425-289-7613
[email protected]
www.bpcpa.com
Managing & Maximizing Referral Relationships
Presented By:
Gregory R. Banner, President
Business & Family Transitions, LLC
San Diego, CA 92122

My Practice

Finding referral sources

Building Relationships

Thanking a referral source

The Family CFO

Independent Collaborative Advisors (ICA’s)

Anticipate the needs of your clients and seek out
professionals to meet those needs

Get out and teach - Be an expert!

ICA meeting process- Handout
 Who can you refer to that ICA
 Drip using Exit Planning newsletter and whitepapers

Always send a hand written thank you

What is it that is unique about you

Starbucks card or Restaurant Gift card
Thank You!
Greg Banner, President
[email protected]
(858) 554-1714
3636 Nobel Drive, Suite 440
San Diego, CA 92122