May 2013 Sales Conference

1. May 2013 Sales Conference

2. Agenda • Introductions • New for 2013 • Just released • Back list review / 2013 Goals • Account opportunities • Marketing • Questions

3. Our Unique Position • No real competition for our key legal titles • The source for anyone looking for self-help legal answers on wills, estates and marriages • Opportunity for retailers to be able to provide those answers for their customers • Truly Canadian answer for Canadian small business • Our challenges

4. New for 2013 • Chairing a Meeting: The Quick & Essential Guide • Creating a Happy Retirement: A workbook for planning the life you want • Marketing Your Service: Get Noticed, Get Business • Taxation of Americans in Canada: Are YOU at Risk?

5. - Chairing a Meeting - • Government, Corporate, and Private sectors all hold official meetings that require a chair person. More than 11 million formal meetings are held every day in the US alone • Many people are thrust into the role of chairperson. They’re unprepared and looking for a quick fix • Designed to serve as a slim, handy pocketbook reference for those with little to no experience chairing any size meeting. A Cliffs Notes version of ‘Robert's Rules’ • Competition on this title is moderate to low. The original SCP version, last printed in 1995, was always a strong seller. To this day, no sufficient replacement has been published in print (2 ebooks exist) • We’re discovering a new generation of customers who’ve heard of the OP version and asking for it again

6. - Creating a Happy Retirement - • The huge boomer generation is now entering the retirement phase of their lives. • Most books on retirement concentrate on the financial aspects of retirement. This book provides a practical way of planning how you will live your retirement years. • The workbook is key as it includes a series of exercises designed to help you understand and focus on what’s important • Spouses and partners often have entirely different ideas about how to spend their retirement years together. This is an important exercise • Along with his wife (Lois) Ronald has authored dozens of books on family systems theory. His 2 current SCP books have been best-sellers for a long time; some of the Richardson's large audience will buy this book.

7. - Marketing Your Service - • NA has become more of a service economy, less of a goods based economy as production moves overseas • There's a need, and a demand from new business owners to understand the distinctive nature of marketing a service • Since the old version was made OP we’ve had many customers asking for an updated version, based on the strength of Doug’s ‘Marketing Your Product’ • This newly updated guide is written by an accomplished entrepreneur and marketing expert who shares his secrets for attracting clients • Douglas Gray has authored over 20 books and is great at marketing himself and self-promotion!

8. -Taxation of Americans in Canada - • IRS is permitted to dip into the pockets of about a million Americans living in Canada! • Target specific associations in the US for Americans that frequently travel north of the border (live, work, play, retire) • Previous SCP 'Cross-Border Series' titles have all had a strong sales due to Keats, Connelly loyal client base and well attended seminars. • Direct mail, email, and online marketing campaigns to Keats, Connelly and Associates client base • Potential bundling opportunity with other Self-Counsel 'Cross-Border Series' titles (5 total written by Keats or Walters)

9. Media Kits: Recently Released Titles

10. Media Kits: Recently Released Titles

11. Media Kits: Recently Released Titles The Prenuptial Guide: Contracts for Lovers • BC divorce law changes affecting common-law relationships. New version covers same sex marriages. Entering wedding season. Supporting Parents with Alzheimer’s • Key is the unique "mom book“ – represents new angle on eldercare. Works as a form of short-term memory. Also helps to assist multiple caregivers. Author is doing a cross-country bike tour (starts June) to promote Alzheimer’s awareness Tax Survival for Canadians: Stand Up to the CRA • Not just a tax season book, audits happen year round. Preemptive - don’t just fight audits, avoid them as well. Fight the CRA in court. Also dispels many common CRA myths. The Social Media Advantage: An Essential Handbook for Small Business • Aimed at small business owners who are intimidated/overwhelmed by social media. Perfect introduction to the top 5 or 6. Don’t have to be a marketing guru, the author’s are and they’ll teach you how to capitalize on this great free tool.

12. Back List Review • Our top 25 (attached) • Core lists by channel (attached) • Pre-pack offering • Office supply store program – we can provide selling materials and plan-o-grams based on our experience with the chains

13. Top 25

14. Core Listing

15. Account Opportunities • Accounts we have had success with in the past (see attached list) • Accounts we see opportunities in: • Small Business BC (15 locations) • UPS Stores (50 locations in BC) • Basics Dealers (27 locations in BC) • Independent office supply stores

16. Account Opportunities • What accounts do you have that we could create product for? • What opportunities are we missing? • Are there subject matters you get asked for in the reference category?

17. Marketing Review: Feedback • Marketing Gallery effective? (own section) or develop another way to deliver files? • Which promotional tools are most effective? (discounts, freebies, displays) • Sales rep newsletter helpful? • Heritage catalogs? BC Bookworld Ads • Metadata up to date?

18. Questions / Contact Marketing Tyler Douglas (North Van) E: tylerdouglas@self-counsel.com P: 604-986-3366 x.215 Sales Jason Crawford (Burlington) E: jcrawford@self-counsel.com P: 905-333-6432 Publicity Kellie Ann Benz E: kellie@self-counsel.com P: 604-986-3366 x.220