May 2013 Sales Conference

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• 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.

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

Top 25

Core Listing

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

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

• 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?

Questions / ContactMarketingTyler Douglas (North Van)E: tylerdouglas@self-counsel.comP: 604-986-3366 x.215

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

PublicityKellie Ann BenzE: kellie@self-counsel.com P: 604-986-3366 x.220