Advyzon Sales Trigger Playbook

🚀 Battle Card: Advyzon

• Kevin Hughes, Head of Financial Planning · 🔗 LinkedIn

• Tony Leal, Strategic Advisor · 🔗 LinkedIn

• This Advyzon sales trigger underscores how embedded planning stops data leakage and boost stickiness → Source

• No embedded financial planning forces advisors to juggle multiple systems

• Manual data transfers lead to errors and slow onboarding

• Primary: Financial Planning Module → Streamlined client planning & higher advisor productivity

• Expansion: Analytics Dashboard Add-on → Insights into advisor engagement & retention metrics

• HQ: ≈ Minneapolis, MN

• Employees: ≈ 85

• Rev: ≈ $10 M

• Website: advyzon.com

🤼 Competitive Intel

• MoneyGuidePro — Financial Planning • Unique edge: Goal-based planning blueprint • Evaluated by advisors for client engagement

• eMoney Advisor — Financial Planning • Unique edge: Robust reporting & client portal • Evaluated by ops for seamless integrations

• NaviPlan — Financial Planning • Unique edge: Detailed cash-flow modeling • Evaluated by finance for precision

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call | case_study❑
TONE          = ❑friendly | punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = ≈ TBD
COMPANY     = ≈ TBD
DEPT        = ≈ TBD
SIZE        = ≈ TBD
BOTTLENECK  = ≈ TBD
EVENT       = Expands Its All-In-One Platform With Financial Planning
DETAIL      = Adding Kevin Hughes to Head Efforts and Tony Leal as a Strategic Advisor
PAIN        = No embedded financial planning forces advisors to juggle multiple systems
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251015254908&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 85
REV_EST     = ≈ $10M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person ≈ TBD

≈ TBD—noticed your ≈ TBD team is ≈ TBD.

That’s when ≈ TBD slows growth.

We helped ≈ TBD fix this with ❑<1-line value>❑.

Result: ≈ TBD.  
<<CTA_STYLE=="quick_call" ? "Quick call?" : "Want the 2-min recap?">>

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Adding Kevin Hughes to Head Efforts and Tony Leal as a Strategic Advisor — No embedded financial planning forces advisors to juggle multiple systems.  
❑<1-line value>❑. ❑<metric>❑.  
<<CTA_STYLE=="quick_call" ? "Quick chat?" : "Send case study?">>