Partner Success Story: WealthPoint

As a financial services company, WealthPoint is committed to helping its clients achieve clarity in their financial endeavors with a process-oriented and results driven approach.

Tim Young, one of the Partners at WealthPoint, recently shared how being an Accelerent Partner has continued to be an important aspect of their success.

How Accelerent helps build business:

Referrals are the best sources of clients for us and Accelerent is a platform for "introductions with clout." It’s impossible for us to cold call since we have such a niche client base, so introductions from fellow Accelerent Partners have been a game changer. In fact, we have seen a return of over six times our investment.

 
Advice for prospective partners:

This is not a traditional leads group; it is much more powerful. Accelerent Partners hold themselves accountable with following the process, and this aspect is critical in order to see success with the model. You really have to be committed, make the investment in time and money and participate. We are one of the original Accelerent Phoenix Partners and certainly attribute being part of this organization to our continued success.


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