1. 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

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 activity example 

4. 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 www.corelytics.com/vidshortswww.corelytics.com/vidshorts Request more topics from: 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