WEBINAR: NOVEMBER 3, 2026

WEBINAR: NOVEMBER 3, 2026

Create Your Dream Practice: Attract & Nurture Ideal Clients as a True Advisor
November 3, 2026 @ 1-1:50pm ET

In today's marketplace, buyers are more sophisticated than ever before. Company presidents and CFOs can discern whether you are an expert in their industry and have more access to a larger circle of potential service providers. To win over these prospects, you must be able to establish yourself as an expert – knowledgeable and able to provide the services they require, as well as being intimately familiar with their business and the challenges they face. Having a team of professionals equipped to serve a niche or industry above and beyond the general practitioner is a powerful way to generate higher dollar revenues for your firm. You can also increase your productivity by repeating specialized services and projects for many of the same type of client.

This webinar offers attendees a deep dive by offering a quick survey at the beginning to help you identify your ideal clients and a niche or segment that you might want to focus on or explore more … so that you can embrace the benefits (and comfort level) around wooing a specific group of buyers – relaying the right tone, message, and specific success stories that will convince them to select you as their service provider – and that's what niche-focused marketing is all about.

    Who Should Attend
  • Managing Partners
  • Partners
  • CPA Professionals
  • Human Resources and Firm Administrators
  • Business Development/Marketing Professionals
    Learning Objectives
  • Learn how to work smarter, not harder, by wooing the ideal client for you.
  • Learn how to have more impact on a target audience than ever before.
  • Learn how to regain control over time and commitments.
  • Learn how to delegate activities throughout a niche team to divide and conquer.
  • Learn how to mitigate feelings of imposter syndrome.
  • Learn how to utilize artificial intelligence as a trusted advisor.
WEBINAR: NOVEMBER 3, 2026

REGISTER

ADDITIONAL INFORMATION
Instructional Delivery Method:
Group Live Internet-Based.
The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.
WEBINAR: NOVEMBER 3, 2026CPA Leadership Institute, Inc. is registered with the National Association of the 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 the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.