Alera Group Expansion Trigger: Close More Deals

🚀 Battle Card: Alera Group

• Adam Bettis, Senior Partner, Alera Group Wealth Services · 🔗 [LinkedIn](https://www.linkedin.com/company/aleragroup/)

• As an Alera Group sales trigger, this move signals aggressive Midwest growth and a need for seamless practice integration → Source

• Integrating acquired advisory practices into existing platforms

• Maintaining personalized client service while scaling

• Primary: CRM integration solution → Seamless consolidation of advisor workflows

• Expansion: Client engagement automation suite → Maintain personalization at scale

• HQ: Deerfield, IL

• Employees: ≈ 4,500

• Rev: ≈ $1.5 B

• Website: [aleragroup.com](https://aleragroup.com/)

🤼 Competitive Intel

• 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

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?```