Time is money. Spend it well.

CUNA Mutual Group’s Acceleration® program is designed to be fuel for thought and action you can use to spark real improvements in the way you work — right away and down the road.

Acceleration® is backed by our decades of experience in the financial services space and features six modules, spotlighting topics and trends that can make a measurable difference in your business results.

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See it in action.

 

Covering the topics that drive advisor success.

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Show and Sell

Hosting seminars turns prospects into clients and clients into lifetime relationships.


Show and Sell

 


Tools and Guides

  • A catalog of prepared presentations
  • Seminar planning timeline and checklists
  • Presentation tips

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In-Branch Referrals

Finding and cultivating a reliable source of referral business can be a huge boost to your client roster — and that can start right in the branch where you work.


In-Branch Referrals

 


Tools and Guides

  • Guides on how to maximize your efforts
  • Tips to identifying opportunities
  • How-tos for your branch colleagues to recognize and make referrals

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Client Referrals

Getting referrals from current clients might be your best and most efficient strategy for building new business.


Client Referrals

 


Tools and Guides

  • Step-by-step guide to building a referral program
  • Progress tracking report
  • Client conversation guide

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Behavioral Finance in Action

Consider adopting the behavioral finance methodology of conversation and engagement.


Behavioral Finance in Action

 


Tools and Guides

  • Guide for preparing clients for life events
  • Discussion tips
  • Action item checklist

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Maximizing Client Relationships

In this module, we guide you through the steps of developing a long-term approach to client service and engagement.


Maximizing Client Relationships

 


Tools and Guides

  • Guide to leveraging long-term client engagement
  • Communications road map
  • Client satisfaction survey

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Setting Your Social Strategy

Social media is an affordable and powerful addition to your business development plan. Learn ways to make it work for you.


Setting Your Social Strategy

 


Tools and Guides

  • Guide to the various social media platforms
  • Tips to set you social strategy
  • Action plan to deepen current client relationships and connect with new prospects

Learn more about Acceleration® from your wholesaler or call 847.345.GROW (4769), option 1.

FOR REPRESENTATIVE USE ONLY; NOT TO BE SHOWN TO THE GENERAL PUBLIC

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