8 Pillars - Pillar 4: Niche Development (Video) (Course Id 1238)

• Who is this course for?
  This course is designed for anyone needing Continuing Professional Education (CPE), including CPAs and other accounting professionals looking to enhance their business development skills.

• What is this course about or what problem does this course solve?
  This course focuses on helping professionals identify and develop a niche market, which bridges the gap between marketing and sales and provides a structured approach to attracting ideal clients.

• How can the knowledge from this course be used?
  The insights from this course can be used to define an ideal client profile and follow a 12-step process to build a niche that generates continuous referrals.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It helps financial professionals strategically focus their marketing efforts to build a strong, referral-driven client base, ultimately enhancing practice growth and efficiency.

• When is this course relevant or timely?
  The course remains timely for professionals aiming to sharpen their client acquisition strategies; it was last updated on March 1, 2024, ensuring its continued relevance.

• How is a course like this consumed or used?
  Delivered as a self-paced video and text-based course, it includes review and final exam questions to be completed online for CPE credit.

Pillar 4 - Niche Development - Niche development is the intersection between marketing and sales and, arguably, the foundation for both. What is your ideal client? We focus on defining your niche and discuss a 12 step process to deliberately build a niche that can provide a never-ending stream of referrals.

Video - NASBA QAS - Text - NASBA Registry - 1238

After completing this course you will be able to:

• Why should you focus on a niche
• Why do you need to define your ideal client
• How can a niche help you grow

Chapter 1 - 8 Pillars - Pillar 4:  Niche Development

Chapter 1 Review Questions