For Financial Services Firms Finding ways to differentiate your firm from competitors may be one of the most vexing challenges you can face. After all, it may well be that there are more similarities than differences. But with a little focus and some self-inquiry, it is possible. In this article, Dr. Frederiksen shares seven effective differentiators for financial services firms.
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Offering your clients specialized services—personal financial planning, IT specialization, and fraud and forensic accounting, among others—can help set you apart in today’s competitive CPA marketplace. Mark Koziel, CPA, CGMA, Vice President, Firm Services & Global Alliances, American Institute of CPAs, discusses how finding your niche can help you and your clients. To read the full article in AICPA Insights, click: AICPA Insights.