Unlock Your Firm’s Maximum Potential with Our Growth Accelerator Package
A comprehensive solution integrating Elite Advisor Successions, Elite Marketing Concepts, and JEDI Database Solutions to scale your business.
What is Growth Accelerator?
The Growth Accelerator unites Elite Advisor Successions, Elite Marketing Concepts, and JEDI Database Solutions into a powerful, scalable solution that streamlines operations and accelerates business success. Growth Accelerator consists of:
Elite Advisor Successions – Connecting buyers and sellers for strategic growth.
Elite Marketing Concepts – Building brands and driving engagement.
JEDI Database Solutions – Enhancing efficiency with data-driven insights.
Why Growth Accelerator?
The Growth Accelerator is more than just a service package – it’s a game-changing solution designed for financial advisors and firms seeking sustainable growth.
Here’s why it stands out:
- Comprehensive Business Growth Strategy:
• A unified approach that combines marketing, succession planning, and data optimization to drive business success.
• No need to juggle multiple service providers – everything is integrated into one seamless solution. - Proven Success & Industry Expertise:
• Built on the expertise of Elite Consulting Partners, a trusted leader in financial advisor transitions.
• Backed by decades of industry experience and real-world results in advisor growth and firm expansion. - Scalable & Customizable Solutions:
• Designed to adapt to your business size, needs, and long-term goals.
• Tailored marketing strategies, technology solutions, and succession planning services to match your unique firm - Data-Driven Decision Making:
• JEDI Database Solutions ensures you have real-time insights into client behavior and business performance.
• Helps you automate workflows, improve efficiency, and create personalized client engagement strategies. - Competitive Edge in the Market:
• Position your firm as a leader through strategic brand positioning, high-quality content marketing, and thought leadership.
• Gain access to exclusive industry networking opportunities, podcasts, and marketing channels to expand visibility. - ROI-Driven Approach:
• Every aspect of the Growth Accelerator is designed to maximize revenue growth, streamline operations, and increase client retention.
• Clear performance metrics and reporting ensure transparency and measurable success.
Service / Feature |
Tier 1 |
Tier 2 |
Tier 3 |
Tier 4 |
|---|---|---|---|---|
Service / FeatureElite Advisor Successions |
Tier 1 |
Tier 2 |
Tier 3 |
Tier 4 |
Service / FeatureLead Size |
Tier 1< $300M |
Tier 2< $200M |
Tier 3< $100M |
Tier 4N/A |
Service / FeatureGeographies Included |
Tier 13 |
Tier 22 |
Tier 31 |
Tier 4N/A |
Service / FeatureFounder Mastermind |
Tier 1Quarterly |
Tier 2Quarterly |
Tier 3
|
Tier 4N/A |
Service / FeatureSuccess Fee |
Tier 18.00% |
Tier 28.00% |
Tier 38.00% |
Tier 4N/A |
Service / FeaturePitch Deck Design |
Tier 1✅ |
Tier 2✅ |
Tier 3✅ |
Tier 4N/A |
Service / FeaturePodcast Feature |
Tier 1AdvisorTalk guest opportunity |
Tier 2AdvisorTalk M&A Series |
Tier 3AdvisorTalk M&A Series |
Tier 4N/A |
Service / Feature |
Tier 1 |
Tier 2 |
Tier 3 |
Tier 4 |
|---|---|---|---|---|
Service / FeatureElite Marketing Concepts |
Tier 1 |
Tier 2 |
Tier 3 |
Tier 4 |
Service / FeatureSocial Media Posts per Week |
Tier 15 |
Tier 25 |
Tier 34 |
Tier 43 |
Service / FeatureSEO Optimization |
Tier 1✅ |
Tier 2✅ |
Tier 3✅ |
Tier 4✅ |
Service / FeatureWeekly Analytics Reports |
Tier 1✅ |
Tier 2✅ |
Tier 3✅ |
Tier 4✅ |
Service / FeatureWebsite Management |
Tier 1✅ |
Tier 2✅ |
Tier 3✅ |
Tier 4✅ |
Service / FeatureHashtag Research |
Tier 1✅ |
Tier 2✅ |
Tier 3✅ |
Tier 4✅ |
Service / FeatureEmail Content (Newsletters, Drips, etc.) |
Tier 12 email templates/month |
Tier 21 email template/month |
Tier 31 email template/quarter |
Tier 4N/A |
Service / FeatureBlog Ghostwriting |
Tier 12/month |
Tier 22/month |
Tier 31/month |
Tier 41/month |
Service / FeatureWhitepaper Ghostwriting |
Tier 11/month |
Tier 2N/A |
Tier 3N/A |
Tier 4N/A |
Service / FeaturePodcast Feature: Advisor Marketing Mindset |
Tier 13x/year |
Tier 22x/year |
Tier 31x/year |
Tier 4N/A |
Service / FeaturePodcast Feature: Advisor Talk |
Tier 12x/year |
Tier 21x/year |
Tier 3N/A |
Tier 4N/A |
Service / FeatureVideo/Podcast Series per Month |
Tier 13x/month |
Tier 22x/month |
Tier 3N/A |
Tier 4N/A |
Service / FeatureVSL Production (per month) |
Tier 1Up to 10 |
Tier 2Up to 5 |
Tier 3Up to 2 |
Tier 4N/A |
Service / FeatureWeekly Strategy Session (Account Manager) |
Tier 1✅ |
Tier 2✅ |
Tier 3✅ |
Tier 4✅ |
Service / FeatureStrategy Session with Senior EMC Strategist |
Tier 1Weekly |
Tier 2Bi-weekly |
Tier 3Monthly |
Tier 4Semi-Annual |
Service / FeatureStrategy Session with CEO (Frank LaRosa) |
Tier 1Monthly |
Tier 2Quarterly |
Tier 3Semi-Annually |
Tier 4N/A |
Service / Feature |
Tier 1 |
Tier 2 |
Tier 3 |
Tier 4 |
|---|---|---|---|---|
Service / FeatureJEDI Database Solutions |
Tier 1 |
Tier 2 |
Tier 3 |
Tier 4 |
Service / FeatureData Migration |
Tier 110+/quarter |
Tier 25-10/quarter |
Tier 31-5/quarter |
Tier 4N/A |
Service / FeatureData Integrations |
Tier 110+/quarter |
Tier 25-10/quarter |
Tier 31-5/quarter |
Tier 4N/A |
Service / FeatureWorkflows / Automation |
Tier 110+/quarter |
Tier 210+/quarter |
Tier 35-10/quarter |
Tier 4<5/quarter |
Service / FeatureCustom Analytics |
Tier 110+/quarter |
Tier 210+/quarter |
Tier 35-10/quarter |
Tier 4<5/quarter |
Service / FeatureData Integrity (Clean Up) |
Tier 110,000 records |
Tier 25,000 records |
Tier 32,000 records |
Tier 41,000 records |
Service / FeatureCIO Strategy Sessions |
Tier 130 minutes / week |
Tier 220 minutes / week |
Tier 31 hour / month |
Tier 4N/A |
Service / FeatureData Engineer |
Tier 11 hour / week |
Tier 245 minutes / week |
Tier 330 minutes / week |
Tier 430 minutes / week |
Service / FeatureData Analyst |
Tier 15 hours / week |
Tier 23 hours / week |
Tier 32 hours / week |
Tier 42 hours / week |
Elite Advisor Successions
At Elite Advisor Successions, we provide end-to-end solutions for financial advisors looking to transition,merge, or acquire practices. Our process ensures that every transition aligns with the advisor’s strategicgoals and maximizes long-term success.
Key Services:
Strategic Matchmaking: Connecting buyers and sellers based on firm culture, growth objectives, andfinancial alignment.
M&A Guidance: Expertise in structuring deals, evaluating valuations, and ensuring seamless integration.
Succession Planning: Comprehensive planning to help advisors prepare for and execute a smooth transition.
Confidential Consultations: Discreet conversations to explore opportunities without disrupting existingclient relationships
Elite Marketing Concepts
Elite Marketing Concepts delivers cutting-edge marketing strategies that help financial advisors elevate theirbrand, engage their ideal clients, and build long-term credibility.
Key Services:
Fractional CMO Services: Get executive-level marketing leadership without hiring in-house.
Brand Identity Development: Logo design, messaging strategy, and brand positioning.
Social Media Management: Daily content creation, engagement, and ad campaign optimization.
Video & Podcast Production: High-impact visual and audio content to build authority and client trust.
Content Marketing: Blog writing, whitepapers, and lead magnets to establish thought leadership.
SEO & Web Development: Optimized website design, hosting, and analytics-driven content strategy.
JEDI Database Solutions
SolutionsJEDI Database Solutions transforms how advisors manage client relationships, automate workflows, and leverage data-driven decision-making.
Key Services:
CRM Optimization: Streamlining client interactions with a fully integrated system.
Automated Workflows: Save time and reduce administrative burdens with AI-driven automation.
Data Security & Compliance: Ensuring industry-standard data integrity and regulatory compliance.
Scalable Client Insights: Track lifecycle stages, monitor conversions, and segment clients for personalized engagement.
Seamless Integration: Connect JEDI solutions with existing platforms like Salesforce, HubSpot, and custom databases.
Ready to Take Your Business to the Next Level?
Connect with our experts for a personalized growth strategy.
