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 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 prospect 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.

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