401k Services
Practice & Growth Strategy Consulting
Sales Coaching, Product Design, Sales Process, Forecast Model
CRM Consulting
Custom Marketing Brochure (4 Page PDF)
Tiered Prospect List (w/ emails)
Email Content & Design
Email Delivery
Monthly Email Activity Reporting

Clear roadmap for growth

We have worked with hundreds of different practices, from advisors at large banks and wire-houses, 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 “consultants” in our industry leave behind an extensive document 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.


Internal efficiencies. Organized systems allow for maximum execution.

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 found our demonstration of what most advisors are able to have very helpful, so they can “know what they don’t know” about what is possible.

CRM is often 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.

General Benefits of an optimized CRM:

•   Protection of data
•   Ease of use
•   Accurate reports (w/ forecasting)
•   Allows for multiple users to promote data sharing
•   Increased sales sophistication
•   Increase efficiencies
•   Potential future integration with other business units
•   Effective client management

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Acceleration Retirement has a staff internally with an expertise in many different CRM systems, and specializes in working with the following:

Clean & Accurate Non Public Data = Competitive Advantage

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 25+ years of spearheading lead generation at Fidelity and our current business, 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.

Full and robust pipeline for growth

Leads fuel your growth. Generating quality leads in the employee benefits 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 employee benefits businesses. 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, payroll companies 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.

Lead Sheet Example


Lead Generation FAQ

What is Acceleration’s experience in the industry?

Acceleration was founded by industry experts who helped create and lead Fidelity Investments’ retirement plan marketing and sales organization. Since 2009, Acceleration clients from across the country have benefited from Acceleration’s processes and services.

What services does Acceleration provide?

Services we offer include:

  • High Quality Lead Generation
  • Database & Prospect List Creation
  • Sales Training
  • Marketing Collateral
  • Brand & Website Development
  • Consulting Services:
    – Marketing Strategy
    – Sales Story & Value Proposition
    – Process Management
    – CRM Platform


What makes Acceleration’s leads High Quality?

Acceleration prides itself as the retirement plan industry’s premier lead generation source. Our account executives are experienced in financial services, bringing a high level of sophistication to their prospect interactions. They are also assigned to specific clients allowing them to develop a specialization in the client’s story. Acceleration account executives naturally become an extension of the firms they represent. Acceleration is able to maintain high lead quality because our account executives are able to exercise good judgment and act in our clients’ best interests.

Additionally, Acceleration leads are created directly with the decision makers of the plan sponsor organization. We receive consistent praise from our clients regarding the leads we provide because our account executives go beyond setting the meeting. Account executives also gather details about the plan and the interests and concerns of the plan sponsor. This information is then passed to our clients in order to provide a seamless transition from the cold call to the meeting. Reciprocally, the prospect is well informed about the client, the purpose for opening a dialog and the expectations for the meeting.


How does Acceleration define a lead?

A lead is defined as a meeting with a decision maker who is willing to discuss your services and share information with you about their retirement plan. The prospect will be located in a region that you select and have an asset size that you wish to engage. Prior to the meeting, the prospect will know who you are and why you are meeting with them. Acceleration will ensure that the prospect will actually be interested in talking with you about their retirement plan.


What happens if a lead does not meet the definition?

Acceleration prides itself on quality. To ensure quality, we meet weekly with our clients to discuss the call campaign and the status of outstanding leads. Acceleration will provide a refund or replace a lead that does not meet the definition.


Are the prospects I meet with looking to make a change in their retirement plans?

Although there are in-market opportunities, only a very small percentage of the marketplace is actively searching for a new retirement plan provider or advisor. Most of our leads are arranged with executive level prospects that are interested in learning more about how their plan compares among their peers.
Our associates are focused on creating interest among these prospects to develop a relationship and build trust in your offering. These relationships help our clients present the gaps in costs and service that
spark the demand for a change in the prospects.


Will I be able to provide the client with a benchmark review of their retirement plan?

Most of our clients have a partnership or an internal process that they use to create retirement plan benchmark evaluations. In the sales process, it is typical that your meetings will involve a discussion about a review or benchmark evaluation of the plan, but that does not always mean that one will actually take place immediately.


How do you go about targeting the right prospects for my business?

Acceleration has expertise in working with retirement plan industry specific prospect and plan data to segment territories. Before performing any direct marketing, we work with each client to develop the right target market, marketing strategy, and customized contact list for their business. When creating lists for our clients, we utilize analytical best practices in conjunction with our proprietary database of prospect information. Acceleration’s proprietary database is unique because it contains both public and non-public prospect information, providing a significant competitive advantage.


What types of training can Acceleration provide my firm?

We provide weekly consulting to our lead generation clients through normally scheduled client meetings run by senior members of Acceleration’s management. We utilize our years of retirement plan sales and marketing experience to provide best practices and sophisticated consulting valuable to all those  involved in the sales side of the industry. Accelerations’ training process is designed to teach clients how to best market themselves, penetrate their territory and close new sales. We also offer customized hourly training, as well as half-day and full-day training and consulting sessions for sales staffs regarding retirement plan sales and lead generation. Sales process training and consulting is fully customized depending on the client needs.


What strategic partnerships does Acceleration have that might benefit my marketing strategy?

Our clients have access to the finest end-to-end business generation solutions ever created for the  retirement plan services industry. Acceleration partners closely with Strategy Expediters to provide email campaign management, and BrightScope to assist with prospect intelligence and reports. We work
closely with our clients to devise the most effective strategy for any marketing budget and stage in the business growth cycle.


What is involved in bringing me on board as a new client?

After signing a service agreement, new client implementation is generally a four week process. The duration of the on boarding process generally depends on the depth and level of technical sophistication of the marketing program selected.


What does Acceleration charge for lead generation services?

A single $1,950 on-boarding fee is charged prior to client implementation to help cover territory building, message development, account executive training and other expenses. Once calling begins, lead generation services typically run between $1,250 and $3,000 per month, depending on the services and amount of activity requested by the client.

Become Connected and Engaging

Acceleration Retirement has a staff of industry experts, that can do the dirty work for your group that is researching and writing white papers, emails, blogs, and social media posts so that you look like the hero, and your sales can effectively flourish based on unique content that stimulates readers more than the average piece.

White Papers





Website / Blog

Create a Great First Impression

Polished materials and well written emails, blogs, articles, and white papers are more prevalent today than ever. Where 10 years ago, many advisors that were writing content were seen as being ahead of the curve, today they feel like one of the pack. There is a possibility many feel like they are not even in the race at all because they have no marketing team or person to help support them, and are trying to write on their own.

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.

Sample materials:

Brochure Pitchbook Emails Website Direct Mail White Paper