Differentiation Is The Challenge: Niche Is The Solution

4.7 (26)

Stephen Wershing, CFP

The Client Driven Practice

  • CPA
  • CPA(Canada)

Before starting this self study program, please go through the instructional document.

Overview

  • Why should you opt for providing niche services?4 mins
  • Understanding niche and its different types along with illustrations.8 mins
  • Various examples to understand different type of niche.12 mins
  • The process to design and plan your niche.34 mins
  • Step by step guideline to implement your niche plan.40 mins

Course Description

The services of most advisers look the same to prospective clients. To attract clients, advisers 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 adviser 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

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

Who Should Attend?

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

Testimonial

4.7

(26)
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