Battle Card: Kendall Wealth Joins Ameriprise

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🚀 Battle Card: Kendall Wealth Management

Quick trigger:

👤 Decision Maker in the News

Kiley Kendall, Private Wealth Advisor 🔗 [LinkedIn](https://www.linkedin.com/company/ameriprise-financial-services-inc-/)

💡 Why It Matters

This Kendall Wealth Management sales trigger underscores the shift advisors demand autonomy in their practice. → Source

🎯 Core Pain Point

Limited flexibility to tailor strategies for emerging and high-net-worth clients

Lack of independent support from a brand-driven platform

💰 What to Pitch

Primary: Ultimate Advisor Partnership → Autonomy backed by big-firm resources

Expansion: Integrated planning tools → Scalable, efficient client solutions

🗺️ Quick Context

HQ: New Philadelphia, OH

Employees: ≈ 7

Rev: ≈ $3M

Website: [ameriprise.com](https://www.ameriprise.com/)

This Kendall Wealth Management sales trigger is lighting a path for similar teams considering a move.

🤼 Competitive Intel

*Which other vendors you’ll probably face to win Kendall Wealth Management’s business.*

Edward Jones — Broker-Dealer & Advisory Platform

Unique edge: Strong local branch network
Evaluated by Private Wealth Advisor for relationship continuity

LPL Financial — Independent Broker-Dealer

Unique edge: Customizable tech stack
Evaluated by Operations for platform flexibility

Raymond James — Wealth Management

Unique edge: Hybrid RIA and brokerage support
Evaluated by Advisor team for service model

Morgan Stanley — Global Wealth Management

Unique edge: Extensive institutional resources
Evaluated by CFO for stability and scale

✅ Do-Now Checklist

Connect with all decision makers on LinkedIn (links above)

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

Reference this Kendall Wealth Management sales trigger in your CRM to tailor every touch. Get intel like this daily—no fluff, all pipeline. Subscribe to NewsletterForLeads to get every Kendall Wealth Management sales trigger in your inbox.

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Ultimate Advisor Partnership❑
PROOF_METRIC  = ❑1,700 advisors onboarded❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Kiley
COMPANY     = Kendall Wealth Management
DEPT        = Private Wealth Advisory
SIZE        = ≈5
BOTTLENECK  = limited flexibility
EVENT       = Joined Ameriprise Financial
DETAIL      = team with $300M AUM joins Ameriprise
PAIN        = lack of autonomy and scalable client solutions
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251001972886&div=41152219
SIM_CO      = LPL Financial
WIN_METRIC  = ≈TBD
NEXT_SIZE   = ≈TBD
EMP_EST     = ≈7
REV_EST     = ≈$3M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈5-person Private Wealth Advisory

Kiley—noticed your Private Wealth Advisory team is ≈5.

That’s when limited flexibility slows growth.

We helped LPL Financial fix this with Ultimate Advisor Partnership.

Result: ≈TBD.  
Quick call?

PS—next bottleneck hits ≈TBD.

DM ≤45 words, TONE:
Saw your post about team with $300M AUM joins Ameriprise — lack of autonomy and scalable client solutions.  
Ultimate Advisor Partnership. 1,700 advisors onboarded.  
Quick chat?