Alera Group Expansion Trigger: Close More Deals
Alera Group snapped up a Kansas City advisory practice. Next touch: pitch seamless CRM integration. Fuel your pipeline, hit quota, boost commission.
Published on
Do not index
Do not index
🚀 Battle Card: Alera Group
Quick trigger: Expansion with addition of Kansas City Wealth Advisory & Retirement Plan Practice (July 1, 2025)
👤 Decision Maker in the News
- Adam Bettis, Senior Partner, Alera Group Wealth Services · 🔗 [LinkedIn](https://www.linkedin.com/company/aleragroup/)
💡 Why It Matters
- As an Alera Group sales trigger, this move signals aggressive Midwest growth and a need for seamless practice integration → Source
🎯 Core Pain Point
- Integrating acquired advisory practices into existing platforms
- Maintaining personalized client service while scaling
💰 What to Pitch
- Primary: CRM integration solution → Seamless consolidation of advisor workflows
- Expansion: Client engagement automation suite → Maintain personalization at scale
🗺️ Quick Context
- HQ: Deerfield, IL
- Employees: ≈ 4,500
- Rev: ≈ $1.5 B
🤼 Competitive Intel
Which other vendors you’ll probably face to win Alera Group’s business.
- Salesforce — CRM
- Unique edge: Financial Services Cloud with deep industry compliance
- Evaluated by IT & VP Strategy for enterprise roadmap
- Envestnet — Wealth Management Platform
- Unique edge: Holistic advisor toolkit & integrated data analytics
- Evaluated by Wealth Platform Leader for breadth of solutions
- Orion Advisor Services — Portfolio Management
- Unique edge: Robust analytics & reporting suite
- Evaluated by FP&A for client reporting capabilities
- AdvisorEngine — Digital Client Onboarding
- Unique edge: Modern client portal & automated onboarding
- Evaluated by FinTech for user experience and speed
✅ Do-Now Checklist
Connect with Adam Bettis on LinkedIn (link above) using this Alera Group sales trigger angle
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑❑
PROOF_METRIC = ❑❑
CTA_STYLE = ❑❑
TONE = ❑❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Adam
COMPANY = Alera Group
DEPT = Wealth Services
SIZE = ≈ 50
BOTTLENECK = integrating acquired advisory practices
EVENT = strategic addition practice
DETAIL = Kansas City Wealth Advisory and Retirement Plan Practice addition
PAIN = integrating acquired advisory practices into existing platforms
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250925856369&div=41152219
SIM_CO = ≈ Lincoln Financial
WIN_METRIC = ≈ 40% faster integration
NEXT_SIZE = ≈ 100
EMP_EST = ≈ 4500
REV_EST = ≈ $1.5B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 50-person Wealth Services
Adam—noticed your Wealth Services team is ≈ 50.
That’s when integrating acquired advisory practices slows growth.
We helped ≈ Lincoln Financial fix this with ❑❑.
Result: ≈ 40% faster integration.
Want the 2-min recap?
PS—next bottleneck hits ≈ 100.
DM ≤45 words, TONE:
Saw your post about Kansas City Wealth Advisory and Retirement Plan Practice addition — integrating acquired advisory practices into existing platforms.
❑❑. ❑❑.
Send case study?```