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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 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
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 • 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
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. www.corelytics.com kris@corelytics.com 425-830-0867