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Strategic Partnership with BrightScope benefits Advisors.

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How We Help
Sales & Marketing Optimization
We have worked with over a hundred different clients, from large national providers and banks, to individual RIA practices to provide customized sales and marketing strategy consulting.

Our executive team has worked with many consultants over the years. We have often found that the majority of consulting firms in this industry leave behind a report to call out existing in-efficiencies that you were likely already aware of, along with a short narrative on how to resolve those issues. We believe in working along side your practice over time to not only identify where inefficiencies exist, but more importantly assist you in the ongoing execution of real world solutions based on proven results.

Achieving your desired level of consistent and predictable sales in the institutional marketplace is rarely about working harder, but working smarter. We can help you get there in an accelerated manner.

Sales Training
Many people can sell, but few sell business to business retirement plans and consulting successfully. These are technical products being sold to inert buyers. Sales success requires specific skills and an efficient process.

Acceleration Retirement helps successful retirement providers and practices accelerate their growth. Our pragmatic approach is built on over 40 years of retirement sales and marketing experience. Our training is ideal for anyone that may be new to retirement plan sales, or for an experienced representative that is looking to sharpen their skills.

This training takes place in a customized number of timeframes and formats (virtually and on site), and assists your sales group in formulating a failsafe plan of attack. Our training will help you take luck out of the game and assure the knowledge and achievement of your sales goals annually.

Typical topics include:

•   Retirement plan targeting and opportunity generation
•   Selling a technical product in the language your buyer will understand
•   Leveraging technology to differentiate and be more efficient
•   Using a well defined, proven sales process to accelerate growth
•   Techniques to advance the sale and get to closing opportunities
•   Generating retirement opportunities through client servicing
Lead Generation
Leads fuel your growth. Generating leads in the retirement plan business is tough. The buyers are inert and the product is technical. You need a specialist.

We know that there are a limitless number of horror stories out there about lead generation firms that simply have a hard time producing appointments that actually work. Our approach is built on QUALITY over QUANTITY. We exclusively partner with a select group of retirement providers and practices.

We do not hire low cost telemarketers. Our lead generation provides our clients with a dedicated, highly trained team of experts that know the retirement plan business. Our associates work closely with you to bring your story alive and continually improve the targeting of leads. We utilize our proprietary database of unique data to procure specific date and time appointments with prospects that fit your model.

While most of our lead generation business comes from working directly with plan sponsors on behalf of advisors, banks and providers, we also have expertise in working with other types of entities that may have an interest in having quality outbound calls made by a higher-grade associate.

Seminar/Webinar Event Attendance Calling
In order to rise above the fray locally, retirement plan focused entities will typically market themselves in a number of different ways to intelligently plant their value proposition into the marketplace.

Along with calling and email campaigns, hosting educational events for plan sponsors is an important leg of the marketing stool. This marketing format is often over-looked due to the difficulty involved with event setup as well as finding the time to drive the right attendance.

Acceleration Retirement has an in depth level of expertise in obtaining quality attendance for your organization, so that you and your sales staff can focus on the other more important aspects of growing your business. We also have connections that specialize in the setup, management and even funding issues that present enough of a challenge to cause most practices to abandon the idea each year and hope that the other legs of their marketing stool can support their bottom line.

Data Intelligence Gathering
While data intelligence gathering is most often utilized at the provider level, we work with all sizes of firms to effectively call through targeted lists of suspects, prospects, and clients in order to gather customized levels of information that would not be able to be found otherwise. It is clear that companies that own the most relevant, non-public data about the companies that they would like to do business with have a clear competitive advantage in their market.

Examples of Plan Sponsor Data Gathered:
•   Provider / advisor information & dates served
•   Decision maker / committee contact information
•   Temperature information
•   Last review / next review / RFP dates
•   Other data customized to your needs

Examples of Advisor Data Gathered:
•   Accurate contact information
•   Number of plans / clients serviced
•   Assets under management (WM vs. Ret. Plans)
•   Providers / products utilized
•   Temperature information
•   BD Satisfaction ratings
•   Other data customized to your needs

Examples of Payroll Data Gathered:
•   Payroll provider information & dates served
•   Decision maker / committee contact information
•   Temperature information
•   Number of EE’s
•   Payroll Frequency
•   HRIS Information
•   Last review / next review dates
•   Other data customized to your needs
Targeted List Development
This business is not about chasing a lot of prospects; it’s about chasing the right ones. While everyone else was using the same stale public data, we leveraged our knowledge from 15 years of spearheading lead generation at Fidelity, and built the best prospect database in the country.

After spending many years on the corporate side of high volume 401k sales, we have a wealth of knowledge and understanding the importance of data in the financial services, retirement plan, and payroll marketplaces.

Key database services provided:
•   Prospect List Development – We can use our database to create an accurate list of prospects and contacts (with emails) to utilize for marketing to more effectively acquire new business.
•   Data Cleansing & Analytics – We will analyze and clean your current database to relieve the stress caused by duplicate, and out of date information that is causing inefficiencies within your organization.
•   Data Hygiene Process Training – We will train your staff on how to properly maintain your database so that the processes that the entire company uses are sound in relation to maintaining a clean and accurate database of information.

Predictive Modeling
Great salespeople work smarter not harder. Acceleration Retirement helps you find the opportunities that will yield the greatest revenue and are most likely to buy from you. Acceleration's unique proprietary database covers the entire picture, not just dated facts about the retirement plan.

Think about the last deal you sold. Did they buy from you based on just the plan specific issues covered in the 5500? Was the contact on the 5500 the decision maker? Likely, they were a cultural fit with you, and the values of your two organizations matched. The changes in their business, workforce, and service providers, or key decision makers drove the change.

Forward thinking institutional focused firms are hiring our firm to utilize our valuable non-public data to develop a model of their current client base to determine best fit. We then use that model to find prospects that match those particular attributes.

How it works:

•   Our marketing and data experts walk you through a proven process that identifies your ideal prospect
•   Then, we use our unique database to find prospects that fit your profile in your area
•   You get a list of the absolute best prospect for your business, and the contact data of real decision makers
•   By leveraging data that is better than what your competitors see, you get a jump-start on your competition

CRM Development / Customization
Your CRM should be the foundation of your business. It is the vehicle that drives your organization and your execution strategy on an ongoing basis. We have found that a number of our clients of all sizes have a significant problem that exists within their business

CRM is failing to function to capacity largely due to improper design and implementation by a company that does not fully understand the retirement plan industry. Maximum efficiency is created by owning clean data, easy to access reports, simple to read dashboards, and an intelligently designed process that allows your entire organization to communicate effectively, and bring in more business in an accelerated timeframe.

We have an expert staff in house from a data intelligence and CRM consulting perspective, to handle a variety of sizes and shapes CRM optimization and data cleansing projects. We have worked with a number of large providers and banks, down to individual RIA practices to help them accomplish what their IT company could not, which is work with the right data, on the right CRM platform, designed in the right way to create a synergy amongst all components of their business.

General Benefits of an optimized CRM:

•   Protection of data
•   Ease of use
•   Accurate & clean data (clients & prospects)
•   Allows for multiple users to promote data sharing
•   Increased sales sophistication
•   Increase efficiencies
•   Potential future integration with other business units
•   Effective client management
Marketing Collateral
While no presentation has ever made a sale, having professionally polished and customized materials creates a great first impression. We have an expert internal marketing staff that will assure that your materials (brochures, pitchbooks, email / mail campaigns, websites, etc.) match the look and feel that we know works in this market, as you originally intended when you started your business

One of the values to our services is the inherent knowledge of the institutional marketplace that we have. So many other marketing firms that our clients have worked with in the past are proficient at the development of materials, but have to be taught about what sells in this space, which takes time that you simply shouldn’t be having to spend. We know how to make a positive impact, what language your prospects are looking for, and more importantly how to think and act differently than your competition.

Creative Writing / Messaging
Your unique message to the marketplace is an incredibly important component to effective growth. Utilize Acceleration Retirement’s team of marketing experts to more effectively communicate your value proposition and differentiating elements of your firm to your prospects and clients. Our biggest strength from a creative messaging standpoint is our ability to simplify complicated language and topics into something that is current, yet intellectually stimulating for the reader.

Website / SEO Consulting
Websites act as a resource for clients that the advisor’s business comes into contact with to have a place to go to gather and view information about your capabilities as an experienced 401k professional. We have experts in house to design or help your firm design or revamp your websites to improve credibility. We can assure that the optimal information is placed right in front of your target market when certain words or phrases are searched for on the internet.

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