Advisor Network Monthly Call Setting Up Your Advisory Practice

Advisor Network Monthly Call

Setting Up Your Advisory PracticeApril 2013

Craig DickensPrincipal, One Accord Partners, CM&AA

[email protected]

Kris FuehrMarketing DirectorCorelyticswww.corelytics.comkris@corelytics.com425-830-0867

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 activityexample

1-Minute Conversation Starters now available

1. Value to Advisors WITH Customers2. Unlock your data3. Trends4. Projecting your Performance

Access them from www.corelytics.com/vidshorts

Request more topics from: [email protected]

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 BusinessCraig 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 FuehrMarketing DirectorCoreConnex, [email protected]