Battle Card: Prime Capital Financial Close Plan

🚀 Battle Card: Prime Capital Financial

• Ed Callahan, Advisor · 🔗 LinkedIn

• Strengthening central Connecticut advisory capacity taps into surging retirement planning demand among affluent boomers. → Source

• Fragmented retirement advisory coverage in the Northeast region.

• Scaling personalized financial planning teams to meet rising client demand.

• Primary: Financial planning CRM → enhanced client satisfaction and retention

• Expansion: Retirement analytics suite → deeper insights for growth-oriented advisors

• HQ: Overland Park, KS

• Employees: ≈ 500

• Rev: ≈ $350 M

• Website: https://primefinancial.com/hartford/

🤼 Competitive Intel

• Salesforce Financial Services Cloud — CRM / Client Engagement
• Unique edge: Integrated Marketing & Service Clouds
• Evaluated by Advisor Ops & COO

• eMoney Advisor — Financial Planning Software
• Unique edge: Robust retirement planning modules
• Evaluated by CFP professionals & Finance Dir.

• Orion Advisor Services — Portfolio Management
• Unique edge: End-to-end reporting & billing
• Evaluated by CIO & Investment Committee

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call | case_study❑
TONE          = ❑friendly | punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Ed
COMPANY     = Prime Capital Financial
DEPT        = financial planning
SIZE        = TBD
BOTTLENECK  = Scaling personalized financial planning teams to meet rising client demand
EVENT       = Ed Callahan, CFP®, Joins Prime Capital Financial
DETAIL      = expanding Northeast presence
PAIN        = fragmented retirement advisory coverage in the Northeast region
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250902599773&div=41152219
SIM_CO      = Edelman Financial Engines
WIN_METRIC  = TBD
NEXT_SIZE   = TBD
EMP_EST     = ≈ 500
REV_EST     = ≈ $350M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person financial planning

Ed—noticed your financial planning team is ≈ TBD.

That’s when Scaling personalized financial planning teams to meet rising client demand slows growth.

We helped Edelman Financial Engines fix this with ❑<1-line value>❑.

Result: TBD.  
<<CTA_STYLE=="quick_call" ? "Quick call?" : "Want the 2-min recap?">>

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about expanding Northeast presence — fragmented retirement advisory coverage in the Northeast region.  
❑<1-line value>❑. ❑<metric>❑.  
<<CTA_STYLE=="quick_call" ? "Quick chat?" : "Send case study?" >>