Battle Card: Kendall Wealth Joins Ameriprise
Female-led $300M AUM team joins Ameriprise. Use this battle card to fuel your pipeline. Pitch autonomy + big-firm resources. Next touch on LinkedIn.
Published on
Do not index
Do not index
🚀 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
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.
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🧠 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?