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.
Schedule a Strategy Session"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."
On Ramp | Accelerate | Cruise Control | |
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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 | |||
Learn More | Learn More |