Advisor Network Monthly Call Setting Up Your Advisory Practice
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Advisor Network Monthly Call
Setting Up Your Advisory PracticeApril 2013
Craig DickensPrincipal, One Accord Partners, CM&AA
Kris FuehrMarketing DirectorCorelyticswww.corelytics.comkris@corelytics.com425-830-0867
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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
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Qualifying
• Get 3 clients• Commit to
follow-up & report activityexample
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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]
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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
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Example Industry Oppty
• Industry updates/reporting
• Expert analysis• Webinars/speaking
opptys
You?
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Setting Up Your BusinessCraig Dickenson, One Accord Partners on: • Learning/training• Offerings (package/pricing)• Message• Conversations• Delivery• RESULTS!
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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
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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