Accelerate Your Growth

Business Intelligence

What We Do
about-us

About Acceleration Retirement

Acceleration Retirement provides sales, marketing, analytical, and process expertise to retirement plan advisors and plan providers. We accelerate growth, reduce cost, and expand revenue for existing clients. We have made careers out of helping industry professionals optimize their business strategies and hit sales goals.

The core of our team were key players in developing the data, analytics, process, marketing, technology, lead generation, and sales approach that fueled Fidelity Investments retirement plan sales engine over a 15 year period.

We recognized that the future of the industry was in the hands of the advisor. And, those advisors deserved access to better practice management, data, marketing and opportunity generation services than what existed in the market.
We continue to see that industry related providers, payroll companies, banks, and TPA’s are constantly facing an environment that changes and becomes more competitive annually. These companies need more efficient systems, access to better data, analytics, process, and outsourcing opportunities than are currently available.

Acceleration Retirement was formed to change the way the retirement industry sells, markets and services.

our-philosophy-is

Be Bold, Be Smart, Grow Faster

Acceleration Retirement Philosophy
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Services

To grow your business you need to have a superior end to end solution. Efficient success is all about focusing on the right prospects, differentiating yourself, and presenting powerful independent information to the prospect. We are here to help you deliver just that.

Financial Advisors

For financial advisors, our services provide high quality practice management, data intelligence, and marketing outsourcing services to a select group of advisors.

Plan Providers

For retirement plan providers, banks, payroll companies, and TPA’s Acceleration Retirement provides consulting, analytics, strategic outsourcing and advisor related services.

Sales, Marketing and CRM Consulting

For financial advisors and their firms, Acceleration Retirement provides plan provider mailings, website design, video content, email campaign design and launch, brochures, sales and CRM consulting services to allow advisors and their firms a larger reach and brand recognition to their targeted prospect and client base.

our-clients

Our Clients

While some of our clients are focused on wealth management, payroll or insurance products, the vast majority of our clients are focused on retirement sales with an ability to provide services as a registered investment advisor. The retirement plan industry has gone through some unprecedented changes in the since 2007, which has resulted in an extremely competitive marketplace with ever-shrinking margins. This change has led to intelligent organizations realizing that they may not have all the answers, and could use some help to accelerate their growth.

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the-team

The Team

Acceleration Retirement is a diverse team of financial services "lifers".

Jane Murphy

Founder / Managing Director

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Jane Murphy

AR-Web Jane

Founder / Managing Director

Jane has been selling financial services since the 1980’s and focused on the retirement plan business since the early 1990’s. Working for Fidelity Investments, she built a sales organization from 3 employees to well over 100. She also built a lead generation team from scratch to over 60 associates. Jane is well known for highly innovative sales approaches and processes. Her team produced over $3 billion in assets under management per year while selling no plan with greater than $5 million in assets. Jane’s lead generation team produced over 3,000 leads a year in all sizes of the retirement plan market including the tax exempt market. Jane is a sought after leader well known for turning lead generation associates into salespeople.

Chuck Kolakowski

Vice President of Sales

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Chuck Kolakowski Chuck Kolakowski Vice President of Sales

Chuck Kolakowski has over twenty years of senior management experience and expertise in Sales, Marketing, CRM and Project Management Consulting and Financial Services. Chuck is a high-impact and decisive executive who leverages a “can do” leadership mindset with extensive strategic, sales, business development, operations, and marketing expertise across multiple industry verticals. Assimilates quickly and respected for the ability to articulate direction, solve problems, and build trust that fosters collaboration towards a shared vision and quick results.

Jonathan Young

Vice President of Production

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Jonathan Young

Jonathan Young

Vice President of Production

Jonathan Taylor has worked for Acceleration Retirement since 2014. His experience includes Sales, Marketing and Quality in the financial services industry. In January 2018, Jonathan was promoted to Vice President of Production responsible for the lead generation and event calling teams focusing on quality, volume, efficiency, and long-term growth.

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