Reduce Admin
Let’s face it- admin is a necessary part of providing good financial planning to your clients, but is it really the best use of your time? At Accelerate, we can take the burden of administration off your hands, so you can be sure that your clients’ planning is accurately implemented, processed and executed in a timely fashion. We have a wealth of experience and knowledge in paraplanning and administration; let us use our expertise to deliver better results for you.
Optimise Processes
When time is against you, it can be difficult to identify how you might manage your workload more efficiently. Our financial services expertise enables us to assess your processes objectively and identify how client work could be accomplished in a more streamlined, repeatable way. This could leave you with more time, whilst also saving costs and boosting productivity.
Grow Your Business
Whether you are just starting out or have a long-established practice, growing your business is often a primary concern. Growth may have stalled due to factors such as cost, time or geographical restrictions. The solution is to outsource those time-consuming elements which prevent you from engaging more deeply with clients or developing your business. This is where we can help.
Matt Baird
Deb Watts
Stephanie Tennant
Charlie Kinder
Simon White
Harry Duval
Step 1
Discovery
The first step in our relationship is for us to develop a deep understanding of how you work, your clients’ expectations and you own business goals. We will take you through our unique Accelerated Discovery Process, which will allow us to understand you and your company inside out, so we can ensure seamless integration of our services. Following an initial call to get to know one another, we’ll meet with you to discuss your business needs and future goals in detail, so we can get a thorough understanding of how we can help you.
Planning
Once we have established your needs, we’ll provide you with The Accelerate Route Map, which details the concerns, opportunities and goals we have identified in The Accelerated Discovery Process. In this free report, we will illustrate how we can support your needs, fast-track you towards your desired result, and identify any other strategic opportunities for the future.
Implementation
Once we have agreed and formalised the service you require, you’ll meet your Accelerate team. We’ll sit down together to run through the areas of the business where we will support you, explain how our processes work, and establish what we need from you and what you expect from us. We’ll also set-up your access to our secure information sharing centre and show you how to navigate this.
Review
To ensure complete integration and ongoing satisfaction, we’ll conduct a quarterly review meeting to ensure we’re on track to meet your goals and determine whether there’s anything else we can do to help get you there. You’ll also have the option to meet with your team on a weekly basis to keep your finger on the pulse.
