Battle Card: Raymond James $357M RIA Trigger

🚀 Battle Card: Raymond James Financial Services Advisors, Inc.

• Brian Keister, Financial Advisor · 🔗 LinkedIn

• Jody Chiapelli, Financial Advisor · 🔗 LinkedIn

• Sara Hinthorne, Financial Advisor · 🔗 LinkedIn

• Joshua Keister, Financial Advisor · 🔗 LinkedIn

• This Raymond James Financial Services Advisors, Inc. sales trigger underscores a major AUM infusion enabling further fee-based growth and deeper Midwest market penetration. → Source

• Compliance & infrastructure complexity hindering advisor focus

• Scaling marketing & client acquisition without diluting personal service

• Primary: Automated Marketing Platform → Boost advisor recruitment & client retention

• Expansion: Unified Advisor CRM → Streamline workflows & compliance tracking

• HQ: St. Petersburg, FL

• Employees: ≈ 1,500

• Rev: ≈ $250 M

• Website: https://www.raymondjames.com/

🤼 Competitive Intel

Marketing

• HubSpot (hubspot.com) — Marketing Automation
• Unique edge: All-in-one inbound + CRM
• Evaluated by VP Marketing for demand generation

• Marketo (marketom.com) — Marketing Automation
• Unique edge: Advanced campaign orchestration
• Evaluated by Dir. Demand Gen for segmentation depth

• Pardot (pardot.com) — B2B Marketing Automation
• Unique edge: Tight Salesforce integration
• Evaluated by VP Marketing Ops for data sync

Product/Eng

• Salesforce (salesforce.com) — CRM / Platform
• Unique edge: Customizable AppExchange ecosystem
• Evaluated by Dir. IT for scalability & security

• Redtail (redtailtechnology.com) — Advisor CRM
• Unique edge: Built for RIAs with quick onboarding
• Evaluated by IT & Advisor Ops for ease of use

• Orion (orion.com) — Portfolio Management
• Unique edge: Integrated reporting & trading
• Evaluated by CFO & Ops for operational efficiency

HR & People

• Workday (workday.com) — HCM Platform
• Unique edge: Unified HR & finance data
• Evaluated by CHRO for workforce planning

• ADP (adp.com) — Payroll & HR Services
• Unique edge: Scalable payroll compliance
• Evaluated by Payroll & Compliance teams

• BambooHR (bamboohr.com) — HR Software
• Unique edge: User-friendly for mid-market
• Evaluated by HR & Admin for rapid adoption

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑TBD❑
OFFER_BRIEF   = ❑Automated marketing platform for advisor recruitment & retention❑
PROOF_METRIC  = ❑TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Brian
COMPANY     = Raymond James Financial Services Advisors, Inc.
DEPT        = Marketing
SIZE        = ≈ TBD
BOTTLENECK  = Compliance & infrastructure complexity hindering advisor focus
EVENT       = Welcomes Illinois Advisors Managing $357 Million to Corporate RIA Model
DETAIL      = Welcomes Illinois Advisors Managing $357 Million to Corporate RIA Model
PAIN        = compliance & infrastructure complexity hindering advisor focus
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251021641685&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 1500
REV_EST     = ≈ $250M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Marketing

Brian—noticed your Marketing team is ≈ TBD.

That’s when Compliance & infrastructure complexity hindering advisor focus slows growth.

We helped ≈ TBD fix this with Automated marketing platform for advisor recruitment & retention.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Welcomes Illinois Advisors Managing $357 Million to Corporate RIA Model — compliance & infrastructure complexity hindering advisor focus.  
Automated marketing platform for advisor recruitment & retention. ≈ TBD.  
Quick chat?