The First Unified Communications Powerhouse on Wall Street
Bringing All Three Imperatives of Wall Street Communications Under One Roof, with one goal.



Acorn has consciously emulated the broker training manual as referenced in our sales step process which garners a better understanding by the Financial Professional
Acorn has strategically emulated the broker training manual to align with a structured sales process, enhancing comprehension for Financial Professionals. This approach incorporates key stages such as prospecting, making contact, qualifying prospects, nurturing leads, presenting investment thesis, addressing objections, and closing sales. Acorn ensures that Financial Professionals gain a clear understanding of our clients discounted valuation with a clear investment thesis, in the exact way Financials advisors are trained.
For instance, it covers effective prospecting techniques, strategies for building rapport during initial contact, and methods for qualifying leads to ensure they are viable prospects. Additionally, the manual emphasizes the importance of nurturing relationships with potential clients and presents strategies for overcoming common objections in the financial services industry.
By structuring our sales process this way, we enable Financial Professionals to clearly understand our client's investment thesis. Thus, giving the Financial Advisors the ability to form a rational long-term reason to participate in our client’s equity.
Our approach also allows for better tracking of progress and the identification of areas for improvement for clear and concise messaging of our client companies valuation gap.