Fall 2013

Hornblower

Agenda

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

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

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?

- 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

- 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.

- 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!

-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)

Media Kits: Recently Released Titles

Media Kits: Recently Released Titles

Media Kits: Recently Released TitlesThe Prenuptial Guide: Contracts for Lovers• Push for wedding season through PR and social media. New version covers

same sex marriages so it’s also LGBT friendly. Supporting Parents with Alzheimer’s • Key is the unique "mom book“ – represents new angle on eldercare. Works as

a form of short-term memory and helps to assist multiple caregivers. Author is on a cross-country bike tour to promote Alzheimer’s awareness and she’ll be coming through ON later this summer. We’ll be lining up some press opps.

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• Test the waters, track your sales, decide what works best for you. Aimed at

small business owners who are intimidated/overwhelmed by social media. Perfect introduction to the top 5 or 6 sites (covers blogging too). Also learn to use social media as a free PR tool.

Back List Review

• Our top 25 and Core Lists by Channel (attached)

• Pre-pack offering

Top 25Core Listing - Ontario

CHANNEL MerchandisingRANK ISBN TITLE RETAIL BOOK OFFICE

SUPPLYDRUG / FOOD

POSTAL OUTLET

SMALL MP Available

1 9781551808017 Write Your Legal Will in 3 Easy Steps $24.95 ✔ ✔ ✔ ✔ ✔ Floor displays, counter units2 9781551808284 Complete Canadian Wills Kit $19.95 ✔ ✔ ✔ ✔ ✔ Clip strips, counter units3 978155180400X Last Will & Testament and Living Will $9.95 ✔ ✔ ✔ ✔ ✔ Clip strips, counter units4 9781770401433 Probate Kit ON $39.95 ✔ ✔ ✔      5 9781770400610 Do Your Own Divorce Kit ON $39.95 ✔ ✔ ✔      6 9781551807890 Separation Agreement $19.95 ✔ ✔        7 9781770400368 Estate Planning through Family Meetings $24.95 ✔          8 9781551807688 Canadian Landlord's Rental Kit $19.95 ✔ ✔        9 9781551804409 Power Of Attorney Kit $19.95 ✔ ✔        

10 9781770400405 Caregiver's Guide for Canadians $17.95 ✔   ✔      

11 9781551808611Starting a Successful Business in Canada Kit $24.95 ✔ ✔        

12 9781770400399 Tax Survival for Canadians $22.95 ✔ ✔        13 9781551808154 Landlording in Canada $24.95 ✔ ✔        14 9781551807980 Canadian Legal Guide for Small Business $29.95 ✔ ✔        15 9781551808086 Minute Book Inserts $19.95 ✔ ✔        16 9781551808499 Study Smarter, Not Harder $21.95 ✔ ✔        17 9781551807882 Residential Real Estate Purchase & Sale $16.95 ✔ ✔        18 9781770400955 Your First Home $19.95 ✔          19 9781770400900 No More Mac 'n' Cheese! $18.95 ✔          20 9781551808437 Living Wills Kit $19.95 ✔ ✔       Clip strips, counter units21 9781770401037 Estate Planning for the Blended Family $24.95 ✔          22 9781770401013 A Canadian's Best Tax Haven: the US $19.95 ✔         23 9781770400689 Buying Real Estate in the US $18.95 ✔          24 9781551807742 Commercial Lease Agreements $19.95 ✔          25 9781551806223 Real Estate Purchase & Sale Forms ON $16.95 ✔ ✔        

Top 25Core Listing – Eastern Canada

CHANNEL MerchandisingRANK ISBN TITLE RETAIL BOOK OFFICE

SUPPLYDRUG / FOOD

POSTAL OUTLET

SMALL MP Available

1 9781551808017 Write Your Legal Will in 3 Easy Steps $24.95 ✔ ✔ ✔ ✔ ✔Floor displays, counter units

2 9781551808284 Complete Canadian Wills Kit $19.95 ✔ ✔ ✔ ✔ ✔ Clip strips, counter units3 978155180400X Last Will & Testament and Living Will $9.95 ✔ ✔ ✔ ✔ ✔ Clip strips, counter units4 9781551807890 Separation Agreement $19.95 ✔ ✔        5 9781770400368 Estate Planning through Family Meetings $24.95 ✔          6 9781551807688 Canadian Landlord's Rental Kit $19.95 ✔ ✔        7 9781551804409 Power Of Attorney Kit $19.95 ✔ ✔        8 9781770400405 Caregiver's Guide for Canadians $17.95 ✔   ✔      

9 9781551808611Starting a Successful Business in Canada Kit $24.95 ✔ ✔        

10 9781770400399 Tax Survival for Canadians $22.95 ✔ ✔        11 9781551808154 Landlording in Canada $24.95 ✔ ✔        12 9781551807980 Canadian Legal Guide for Small Business $29.95 ✔ ✔        13 9781551808086 Minute Book Inserts $19.95 ✔ ✔        14 9781551808499 Study Smarter, Not Harder $21.95 ✔ ✔        15 9781551807882 Residential Real Estate Purchase & Sale $16.95 ✔ ✔        16 9781770400955 Your First Home $19.95 ✔          17 9781770400900 No More Mac 'n' Cheese! $18.95 ✔          18 9781551808437 Living Wills Kit $19.95 ✔ ✔       Clip strips, counter units19 9781770401037 Estate Planning for the Blended Family $24.95 ✔          20 9781770401013 A Canadian's Best Tax Haven: the US $19.95 ✔         21 9781770400689 Buying Real Estate in the US $18.95 ✔          22 9781551807742 Commercial Lease Agreements $19.95 ✔          23 9781551808147 So You've Been Appointed Executor $19.95 ✔ ✔        24 9781551808338 S&R A Home Based Food Business $23.95 ✔          25 9781770400443 Bookkeepers Bootcamp $18.95 ✔        

Account Opportunities

• Accounts we have had success with in the past (see attached list)

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?

Marketing Review: Feedback

• Catalogues• Marketing Gallery• Promotional tools• Sales rep newsletter• Sell Sheets• Publicity updates

Questions / ContactMarketingTyler Douglas (North Van)E: tylerdouglas@self-counsel.comP: 1-800-663-3007

SalesJason Crawford (Burlington)E: jcrawford@self-counsel.comP: 905 333 6432

PR (New)Kellie (North Van)E: kellie@self-counsel.com P: 1-800-663-3007