SOLUTIONS FOR TEAMS

Accelerate

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.

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Achieve your goals faster.

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"We only offered Accelerate by Cash Flow Mapping to a few of our advisors who were really struggling to earn new sales. After a couple months of piloting this program, they've made notable strides, even surpassing sales from the advisors who did not have access to Accelerate. Now, we are offering this solution to all of our advisors."

Susan H. General Agent

Discover your team's fastest route to success.

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This is how your advisors will thrive.​

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.

How does Accelerate for Teams compare to our other solutions?

On Ramp Accelerate Cruise Control
Best for newer advisors that need help launching their career. Best for established advisors that need more clients. Best for advisors that want more clients without the additional marketing effort.
Cash Flow Mapping Software
Software Onboarding
1-on1 On-Going Software Support
Marketing Library Limited Access
Software Group Coaching
Community Mentors
CFM University
Marketing Tutorial
Marketing Group Coaching
Marketing Implementation
1-on-1 Software Coaching
1-on-1 Marketing Coaching
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Get on an open road to success. The first step is easy.

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