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Even a nerd 2
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TARGETED SERVICES - HOW TO HIT THE BULLSEYE FOR YOUR CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 13, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

In this session, you will learn about the challenges and benefits of going vertical. You’ll learn first how to break in and then how to leverage your knowledge across an industry. Drawing on her own experience in moving from Napa Valley wine industry outsider to sought after speaker, Geni Whitehouse will share her journey from “Franzia in a Box” to Reserve Cabernet. You’ll learn about challenges and opportunities and how to become a thought leader. Whether you are already succeeding or thinking about building a new specialty , you won’t want to miss this session.​

Learning Objectives

  • Benefits of vertical specialization

  • Leveraging your own skills

  • Secrets of spreading the word

  • Results of specializing

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Testimonials
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Carol, GA

"Geri was so interesting and funny. Not only did she share valuable information about the benefits of specializing in a particular industry, vertical, etc., she also shared some really interesting information about wine which kept me even more engaged as I didn't want to miss any of her wisdom."
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Barbara, NY

"this was my first webinar with this provider. I did not know what to expect. I was extremely pleased with everything, from the pre-seminar communication to the follow-up. I will be signing up for more and recommending this site to my tax preparer friends."
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Esmeraldo, CA

"Informative webinar and it gave me a new perspective to run my business. The topic on caring for our clients and looking after them instead of selling was a good advise. Geni was very knowledgeable and I like how the webinar was conducted overall."
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Raylyn, NE

"Hands down, this was the best webinar I've attended! Geni was great . . . funny, gave practical advice and inspired me! I would love to hear anything given by her!"
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Sheila, NV

"I really enjoyed how things were presented. I love how she explained that just because your a CPA don't mean you stop learning. That was great for me"
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Tangala, GA

"Geni gave some practical steps to get started and focus on targeting services. Great presentation and very informative."
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Barbara, IL

"Geni does a great job of showing how she targeted her clients as well as what questions to ask!"
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Brenda, CO

"Very informative and gives me the courage to look at specializing in a particular industry!"
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Impactfuladvisor

Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.


She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.


She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.


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About Our Presenter

Even a nerd 2
I am a nerd for hire. I can take that "goobery" subject matter and translate it into a meaningful but entertaining message. I can get any audience to understand even the nerdiest of topics. I craft content that works. Written, spoken, video, puppet shows, the medium doesn't matter. I have delivered keynotes and breakouts, whitepapers and blog posts and the idea is the same - make boring (but important) stuff interesting .