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DIFFERENTIATION IS THE CHALLENGE: NICHE IS THE SOLUTION

4.7 (26)

Stephen Wershing, CFP

The Client Driven Practice

Friday, April 17, 2020 | 09:30 AM EDT

  • CPA Canada
  • CPA
  • EA

1 Credit

FREE

Subject Area

Specialized Knowledge

Course Description

The services of most advisors look the same to prospective clients. To attract clients, advisors need to demonstrate how they are different in a way that is valuable to their target market – a niche. In addition, almost all clients would benefit from an advisor who has a deeper understanding of their particular situation and needs; to have the opportunity to work with a specialist in what is unique about them. This course teaches practitioners how to develop an understanding of the more detailed, subtle and nuanced needs beyond the basics and to strengthen their planning abilities for the group of clients they want to be better prepared to serve and create a communication strategy that projects that difference.

Learning Objectives

  • Describe a service or client experience that is distinct from other local practitioners.
  • Determine what skills, tools, and resources are required to deliver the unique experience described.
  • Develop a unique brand based on the service or experience.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial CPA
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Xero Advisor
  • Young CPA

Testimonial

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    [no_of_record] => 26
    [average] => 4.6538
)
 

4.7

(26)
65%
35%
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