The Financial Advisor Accelerator

Best–in–Class

THE FINANCIAL ADVISOR ACCELERATOR is a step-by-step process for unlocking financial freedom and professional fulfillment for New Advisors

A transformational training and coaching program with an actionable, step-by-step, easy to follow plan.  

A Guide to consistently attracting new clients and retaining long-term, trusted-advisor relationships with personal strategies, ongoing support and accountability.

Go from struggling with inconsistent, client acquisition and having a successful, reliable, and scalable process

Find Your Solutions

A proven, step-by-step process guiding new advisors

  • Differentiate yourself from the competition
  • Stabilize your financial future
  • Remove the struggle with client prospecting
  • Build confidence in outreach methods
  • Avoid the prospecting mistakes advisor make when prospecting (link this to the 6 pages white paper)
  • Strengthen self-esteem
  • Attract qualified leads
  • Reduce frustrations with current methods
  • Deliver results and meet your targets quickly
Grow Your Practice
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Solve Your Core Problems

  • Empty client pipeline
  • Uncertain market position
  • Rising financial uncertainty
  • Declining self-confidence
  • Pressure to convert leads
  • Lack of clear strategic direction
  • Failure to stand out
  • Overreliance on outdated methods
  • Inadequate tools and resources
  • Underestimation of competition
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Innovative Solutions

We offer a blended learning approach to maximize your impact and results.

  • Shorten sales cycle
  • Qualify the prospect faster
  • Seek out and win quality clients
  • Master a reliable process
Start Your Transformation

Tools and Solutions

Learn how to work smarter and develop new clients more easily with the Accelerator tools and blueprint.

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Equip yourself with

  • Proven behaviors, attitudes and techniques along with the proven step-by-step blueprint to boost your skills and your early success.
  • Launch with the high impact training and coaching – based on the latest research of the modern buyer.
  • Accelerate your success by prospecting smarter, avoid the mistakes advisor make and how to fix them.
  • Continuously improve with accountability and coaching.

Sales Tools that Solve Advisors Toughest Challenges

Scheduling qualified Prospect calls

Converting to Discovery Meetings

Landing a New Client and Moving Forward

Develop Trust Early

Master the Craft of Communication to Build Trust and Long-Term Relationships

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Flexible Delivery Methods

  • Engaging instructor-led sessions
  • Self-paced online learning 24/7
  • On-going coaching and reinforcement
  • Weekly coaching and accountability calls
  • Advanced communication techniques
  • Necessary shifts for personal and business growth
  • Creating new habits

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Thought Provoking Collaborative Sessions

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Self-Guided Materials

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Tools to Develop Skills