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Niche Strategy: Grow Your Bottom Line with High-Value Clients


Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 2, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

To niche or not to niche? Accounting professionals frequently wrestle with this decision.

With cloud accounting, clients no longer simply search for a local firm. Instead, they now seek accounting professionals who will expertly resolve their specific business needs. As your firm continues to grow, you realize consultative services will make an even more significant contribution to your clients. A niche strategy elegantly expands your services beyond the fundamentals and grows your bank account. 

Discover the exact steps to develop a niche practice that serves high-value clients. This singular move is liberating. A niche defines precisely where to focus your energy, time, and resources for optimal results. If you are ready to attract high-value clients who seek you out, then this webinar is for you.

Learning Objectives:

  • Identify the secret to communicating your value effectively

  • Determine the profitable niche that is an ideal fit for your firm

  • Define five actions to attract high-value clients who respect your expertise

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Loren Fogelman is a keynote speaker and one of America’s top-ranked business coaches. From 2018 to 2021, she continues to be recognized by HubSpot in its annual list of the world’s top 22 business coaches.

She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content marketing events for entrepreneurs, as well as many niche accounting conferences.

Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the “dollars-per-hour” pricing trap to a value-based pricing model. This allows her clients to reduce workload by as much as 50% while doubling revenues.

She’s a regular contributor to Intuit’s Firm of the Future series, Accounting Web, and the author of two Amazon bestseller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success.

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About Our Presenter

Since 2009, Loren Fogelman speaks at industry conferences, professional associations, and network meetings.

Her satisfied audiences include:
The LA Accounting & Finance Show
Scaling New Heights
Intuit, Firm of the Future
Woodard Group Advisory Panel
Accounting Web
Southern Oregon Bookkeepers Association
National Association of Insurance and Financial Advisors