Advisor Network Monthly Call Setting Up Your Advisory Practice April 2013 Craig Dickens Principal, One Accord Partners, CM&AA OneAccordPartners.com Kris Fuehr Marketing Director Corelytics

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

Qualifying Get 3 clients Commit to follow-up & report activity example 

1-Minute Conversation Starters now available 1.Value to Advisors WITH Customers 2.Unlock your data 3.Trends 4.Projecting your Performance Access them from Request more topics from:

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

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

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

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

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

Thanks! Kris Fuehr Marketing Director CoreConnex, Inc