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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"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."
Discover your team's fastest route to success.
Schedule a Strategy SessionThis 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 | |||
| Software Group Coaching | |||
| Community Mentors | |||
| Marketing Library | Limited Access | ||
| Marketing Onboarding | |||
| CFM University | |||
| Marketing Onboarding | |||
| Marketing Group Coaching | |||
| Marketing Implementation | |||
| 1-on-1 Software Coaching | |||
| 1-on-1 Marketing Coaching | |||
| Learn More | Learn More |
