Battle Card: Hightower Advisors Sales Trigger
Randy Bullard takes the helm of investment management at Hightower Advisors. A centralized platform is live. Use this battle card to plan your next touch, pitch, and close fast. Boost your pipeline and crush quota.
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🚀 Battle Card: Hightower Advisors
Quick trigger:
👤 Decision Maker in the News
- Randy Bullard, Head of Investment Management · 🔗 LinkedIn
💡 Why It Matters
- This Hightower Advisors sales trigger marks the launch of a centralized investment management platform—aimed at driving advisor efficiency and scale. → Source
🎯 Core Pain Point
- Fragmented investment workflows leading to manual reconciliation and slow advisor response times
- Inconsistent research distribution across 34 states and DC, hindering client experience
💰 What to Pitch
- Primary: Centralized Investment Management Platform → streamlined advisor workflows & unified reporting
- Expansion: Advanced Analytics & Reporting Module → data-driven client insights & upsell opportunities
🗺️ Quick Context
- HQ: Chicago, IL
- Employees: ≈ 1,500
- Rev: ≈ $1 B
- Website: hightoweradvisors.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Hightower Advisors’ business.
- Envestnet — Wealth Management Platform
- Unique edge: Deep advisor portal integrations
- Evaluated by Head of Investment for turnkey research feeds
- Orion Advisor Services — Portfolio Mgmt & Reporting
- Unique edge: Robust performance reporting suite
- Evaluated by Ops for client-facing dashboards
- Addepar — Wealth Reporting & Analytics
- Unique edge: Granular data consolidation
- Evaluated by CIO for scalability with $324B AUM
- Morningstar Office — Investment Research & Planning
- Unique edge: Integrated research library & planning tools
- Evaluated by Finance for cost-effective licensing
- Black Diamond Wealth Platform — Client Portal & Reporting
- Unique edge: Customizable client portals
- Evaluated by IT for rapid deployment
✅ Do-Now Checklist
Connect with Randy Bullard on LinkedIn (link above)
Reference the Hightower Advisors sales trigger in your first-touch email + DM block (Step 7)
Schedule follow-ups in CRM (Day 3 & Day 10)
Set alert for the next Hightower Advisors sales trigger
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑Centralized Investment Management Platform❑
PROOF_METRIC = ❑50% reduction in manual reconciliation time❑
CTA_STYLE = ❑quick_call❑
TONE = ❑punchy❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Randy
COMPANY = Hightower Advisors
DEPT = Investment Management
SIZE = ≈ 5
BOTTLENECK = fragmented investment workflows
EVENT = Names Head of Investment Management
DETAIL = developing first centralized investment management platform
PAIN = slow advisor response times due to manual reconciliation
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250902472761&div=41152219
SIM_CO = ≈ Addepar
WIN_METRIC = ≈ 50% reduction in manual reconciliation time
NEXT_SIZE = ≈ 20
EMP_EST = ≈ 1500
REV_EST = ≈ $1 B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 5-person Investment Management
Randy—noticed your Investment Management team is ≈ 5.
That’s when fragmented investment workflows slows growth.
We helped ≈ Addepar fix this with ❑Centralized Investment Management Platform❑.
Result: ≈ 50% reduction in manual reconciliation time.
Quick call?
PS—next bottleneck hits ≈ 20.
DM ≤45 words, TONE:
Saw your post about developing first centralized investment management platform — slow advisor response times due to manual reconciliation.
❑Centralized Investment Management Platform❑. ❑50% reduction in manual reconciliation time❑.
Quick chat?