Life's a Beach DG: Finding your Niche-Meeting Client Needs & Your Needs

Date : August 6, 2015 12:00 pm - 2:00 pm
Location : San Diego Area
Facility : Sheraton La Jolla

Are you aware that niches are essential for a firm’s growth and sustainability? From being a career development resource to making the firm more attractive to referral sources and new clients, a niche helps your firm stand out from the rest. Do you know how to widen your business footprint by working with outside providers to help complement their existing service base? Don’t miss the opportunity to hear specifics from Mark H. Fowler, CMC of Stowe Management Corporation.
Objectives

·         discover how to develop a niche as a client advisor

·         identify revenue opportunities by working with external specialists

·         gain insight into being the client’s first phone call

To register, go to www.calcpa.org and choose Events.


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