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Differentiation Is The Challenge: Niche Is The Solution

  • Accountant
  • CPA (CA)
  • CPA (US)
  • CFIRS
  • CWS

Published: October, 2019

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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?

  • 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

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Stephen Wershing

Advisor, The Client Driven Practice

Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that consults with financial advisers on how to create an experience clients naturally talk about. He helps them clarify their value, build their brand, and attract more referrals. He is also known for his work with client advisory boards.

Wershing is cohost of the popular podcast Becoming Referable, www.becomingreferable.com.

Bob Veres calls Steve “the best marketing mind in financial planning.” His book, Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself, was published by McGraw Hill in 2012.

Steve has authored articles or been quoted in many trade and popular publications including Journal of Financial Planning, Financial Advisor, Investment Advisor, InvestmentNews and USA Today. 

Steve started as a registered rep 30 years ago, becoming a fee-based advisor and later a broker/dealer executive. He was Chief Operating Officer of a national firm and subsequently President of a regional B/D before dedicating himself to coaching advisors full time in 2011. He is also partner in the Focused Advisor Network (www.focused-advisors.com), a platform for independent advisors.

About Company

The Client Driven Practice

clientdrivenpractice.com

The Client Driven Practice helps financial advisors discover and strengthen their unique value, and build their marketing and their strategy around that. They do this with client surveys, client advisory boards, and referral marketing consulting.

Faq

FAQs content

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