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Advisor Network Monthly Call Setting Up Your Advisory Practice

Advisor Network Monthly Call Setting Up Your Advisory Practice. April 2013. Craig Dickens Principal, One Accord Partners, CM&AA OneAccordPartners.com Craig.dickens @oneaccordpartners.com. Kris Fuehr Marketing Director Corelytics www.corelytics.com kris@corelytics.com 425-830-0867.

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Advisor Network Monthly Call Setting Up Your Advisory Practice

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  1. Advisor Network Monthly CallSetting Up Your Advisory Practice April 2013 Craig Dickens Principal, One Accord Partners, CM&AA OneAccordPartners.com Craig.dickens@oneaccordpartners.com Kris Fuehr Marketing Director Corelytics www.corelytics.com kris@corelytics.com 425-830-0867

  2. Advisor - Monthly Call News & Housekeeping: New opptys for Advisors; Preparing to receive leads from us; Four 1-min conversation starter vids now available; Call for stories for upcoming book: “Pulse: The Heartbeat of Your Company” (5 mins) Setting Up your Advisory Practice, Craig Dickens, OneAccord Partners

  3. Qualifying • Get 3 clients • Commit to follow-up & report activityexample 

  4. 1-Minute Conversation Starters now available • Value to Advisors WITH Customers • Unlock your data • Trends • Projecting your Performance Access them from www.corelytics.com/vidshorts Request more topicsfrom: kris@coreconnex.com

  5. Call for Stories! • Seeking interviews with customers for upcoming book(not necessarily Dashboard users) • About your business (where you are today) • What is your growth challenge? • What things do you watch/track? • What do you WISH you could watch/track? Publish date: Nov/Dec 2013

  6. Example Industry Oppty • Industry updates/reporting • Expert analysis • Webinars/speaking opptys You?

  7. Setting Up Your Business Craig Dickenson, One Accord Partners on: • Learning/training • Offerings (package/pricing) • Message • Conversations • Delivery • RESULTS!

  8. Advisor Value • More value • Less time data-wrangling • New value-added services • Marketing, sales & tech support 30 clients, 1 hour/month, $300/mo each client = $100K supplemental annual revenue

  9. NextGen Accountants • Compares client performance • Offers diagnostic services • Supports strategic decisions • Serves clients year-long • Aides in sharing performance with client’s staff • Gives clients a clearer view

  10. Thanks! Kris Fuehr Marketing Director CoreConnex, Inc. www.corelytics.com kris@corelytics.com 425-830-0867

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