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| Becoming a More Specialized and More Trusted Advisor (2280Q) |
Course CPE: 1 hour
Field(s) of Study: Personal Development–1 hr
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 25PM1124BMS
Shipping Weight: 0lbs. 0oz. |
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$99.00 |
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Recording Date: November 24, 2025
Presenter: Rod Burkert and Michael Kaplan
Program Description:
This course will cover the advantages of developing a specialized practice and will include ideas on becoming a more trusted advisor to business owners, attorneys, and other professionals.
Takeaways
Attendees will take away specific ways to narrow their niche while expanding their geographic market. They will also take away specific ideas on why a narrower niche can result in lower costs but higher revenues. They will also have cost-efficient ways to develop ongoing relationships with those with whom they may otherwise have only transaction-oriented relationships.
After completing this course, you will be able to:
- Identify the steps to developing a narrower specialty
- Recognize how a niche can reduce your marketing time and costs
- Determine how a narrower niche can result in more revenue for your expertise
- Differentiate ways to develop closer, more trusting relationships with those whom we may never meet face to face
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) 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. |
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