Stronger Together – Learn how we’re helping our customers address challenges

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.

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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.

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Client Referrals

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

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Show and Sell



Tools and Guides

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


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


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.

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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.

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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.

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Behavioral Finance in Action



Tools and Guides

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


Maximizing Client Relationships



Tools and Guides

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


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.

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