Solution introduction
Accelerate blasts you through what’s holding you back and reignites growth with the plan and resources you need to generate leads and increase referrals
Reignite growth for the advisors who have hit a wall. Accelerate allows established advisors to rise above the noise in the market with something new to talk about and offer clients. Increase referrals, warm up the cold market, and get your Moveable Middle moving
Best for established advisors that need more clients.
For advisors
Cash flow mapping
Attract leads with this valuable FinTech. Convert more prospects and get more referrals from an army of raving fans.
Software onboarding
When business growth is on the table, there’s no time to waste! We personally help you implement the software into your business to give you a running start.
1-on-1 on-going support
We really wanna see you fly (figuratively, of course, but literally would be cooler). We’re always here to answer your questions and guide your success.
Lead and client generation
Tired of the noise and the marketing “gurus”? Us too. So, ignore ‘em. Your Marketing Library has the resources you need to get qualified leads and clients.
CFM University
Failure? Never heard of her. Easy-to-follow videos and guides teach you how to reach your growth goals through successful software and marketing implementation.
Marketing onboarding
Getting on the path to success is not left to chance. Get the guidance you need to leverage the Marketing Library and Univerisity. You will generate more leads and create an army of raving fans.
Software group coaching
No (wo)man left behind! For your continuous success, access monthly coaching sessions that cover software best practices, case studies, tips, and ideas.
Marketing group coaching
'You can catch flies with honey, but you catch more honeys bein' fly.' Every month our in-house marketing expert addresses obstacles and discusses strategies to help you continue to up your game and maximize outcomes.
Community mentors
'Reach new heights of success as you benefit from the support, experience and valuable knowledge shared in this exclusive community.
For teams
Cash flow mapping
Financial planning software that breathes new life into your advisors' careers and jump starts growth. Cash flow planning creates value for current clients, increases referrals, and attracts new clients.
Software onboarding
When business growth is on the table, there’s no time to waste! We personally help your advisors implement the software into their business to give them a running start.
1-on-1 on-going support
Like bowling lane bumpers, we're always here to offer support and guide your advisors back on track for heightened success.
Lead & client generation
Our growing library of marketing assets has everything your advisors need to generate and convert leads into clients.
CFM University
No pop quizzes, just straight to the point guidance on how to market and leverage the cash flow conversation for maximum growth and sales.
Marketing onboarding
Getting on the path to success is not left to chance. Your advisors get the guidance they need to leverage the Marketing Library and Univerisity to generate more leads and referrals.
Software group coaching
Monthly coaching sessions ensure your advisors continue to grow their business by leveraging the knowledge shared in group discussions and case studies.
Marketing group coaching
Monthly group coaching with our in-house marketing expert helps your advisors overcome obstacles and discover new strategies to get more leads and clients.
Community mentors
Your advisors will reach new heights of success as they benefit from the support, experience and valuable knowledge shared in this exclusive community.
