Accelerate was founded on three guiding principles: to collaborate, innovate and liberate. The cornerstone of our business is working alongside you to help set your precious time free. We understand that delegation is the key to operating a successful business and ensuring you can provide the highest level of service to your clients.
WHAT OBSTACLES DO FINANCIAL ADVISERS FACE?
When time is in short supply, it can become increasingly difficult to develop new clients and even harder to retain them. Business growth suffers, earning power and profitability are negatively impacted and you find that you are simply unable to achieve your future business goals.
Time-poor advisers may be in desperate need of support to improve efficiency and facilitate growth, but recruiting the right help can be a timeconsuming and frustrating process. At worst, rushing this process could lead to unsuitable hires for hard-to-fill roles. At best, any new employee initially consumes valuable time whilst training and embedding into your business.
Employees cost money! Taking basic salary, pension contributions, employer's NI, software licenses, training, computer & IT support, healthcare, life assurance and more into account, you may find that an hourly rate for outsourcing is considerably less expensive by comparison. Outsourcing also eradicates both the time lost in recruiting and the risk of hiring an unsuitable candidate.
HOW ACCELERATE CAN HELP
At Accelerate, we provide collaborative adviser solutions, working in close harmony with your business rather than removing your control. We integrate our services with your own processes, meaning your clients feel they are receiving a personalised service, whilst you avoid the burden of endless administration.
Our team has vast knowledge of financial services and a wealth of experience in areas such as paraplanning, compliance, administration and strategic business growth. Working together in collaboration means that you benefit from our expertise, without the hefty price tag that comes with employing and training individuals within your business.
Over the years, we have built up in-depth knowledge of many providers and platforms, which helps us to achieve better results in less time, execute work accurately and deliver a professional, hassle-free service.
If you want to grow your business, you need to innovate. Whether you're aiming to overhaul your working practices, processes or profitability, we can act as business process consultants and recommend the ideal strategy to expedite your growth.
Innovation can come in many forms and we are able to adapt to your needs. As a business, we adopt a constant and never-ending improvement culture. We embrace change, quickly adapt to new technologies and ways of working, and always look for new ways to increase efficiency and deliver better results.
We believe in constant growth and improvement, and will always share our best practice with you, so that you can benefit from our experience.
For many financial advisers, the decision to set up their own company is driven by their passion and a desire to lead a better life, funded by their own means and on their own terms. Sadly, many of those business owners soon feel overworked, overwhelmed and oversubscribed.
A key driver for Accelerate is giving financial advisers their time back, whilst helping them to rekindle their passion, grow their practice and enjoy the lifestyle they have created.
Our outsourced paraplanning and administration services allow advisers to focus on providing expert guidance and building client relationships – likely the reasons they entered the industry to begin with. Our solutions can also reduce costs, allowing more profit to be re-invested and providing business owners with greater financial security.
We also have access to 'The Trusted Team’, which is a coaching business aimed solely at financial advisers, accountants and solicitors and helps them to build their practices, innovate to achieve growth and learn how to enjoy their free time and the fruits of their labour.