BattleCard Trigger: Capital Financial Partners Wealth Hire

🚀 Battle Card

🚀 Battle Card: Capital Financial Partners, LLC

• Michele Beernink, Director of Private Wealth Services · 🔗 [LinkedIn](https://www.linkedin.com/company/capital-financial-partners-llc/)

• Bringing nearly 20 years of private wealth expertise strengthens client service depth for high-net-worth families. → Source

• This Capital Financial Partners, LLC sales trigger highlights accelerated demand for scalable advisory tools

• Retaining and expanding high-net-worth client relationships

• Scaling personalized wealth solutions with limited headcount

• Primary: Client Relationship Management Platform → Streamline client onboarding & engagement

• Expansion: Portfolio Analytics Suite → Deliver real-time insights for advisory teams

• HQ: Baltimore, MD

• Employees: ≈ 25

• Rev: ≈ $3 M

• Website: [capitalfinancialmaryland.com](https://www.capitalfinancialmaryland.com/)

🤼 Competitive Intel

• eMoney Advisor — Financial Planning Software
• Unique edge: Comprehensive scenario modeling
• Evaluated by Director of Private Wealth Services for client engagement

• Orion Advisor Tech — Portfolio Management System
• Unique edge: Seamless trading & reporting integration
• Evaluated by COO for operational efficiency

• Salesforce Financial Services Cloud — CRM / Wealth Mgmt
• Unique edge: Customizable client 360-degree view
• Evaluated by IT & Finance for integration capabilities

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Client Relationship Management Platform❑
PROOF_METRIC  = ❑20% faster client onboarding❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Michele
COMPANY     = Capital Financial Partners, LLC
DEPT        = Private Wealth Services
SIZE        = ≈3
BOTTLENECK  = limited headcount hinders personalized client service
EVENT       = new Director hire
DETAIL      = Michele Beernink's appointment
PAIN        = Difficulty scaling personalized wealth solutions
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251002804911&div=41152219
SIM_CO      = Verdence Capital Advisors
WIN_METRIC  = 20% faster client onboarding
NEXT_SIZE   = ≈5
EMP_EST     = ≈25
REV_EST     = ≈3M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈3-person Private Wealth Services

Michele—noticed your Private Wealth Services team is ≈3.

That’s when limited headcount hinders personalized client service slows growth.

We helped Verdence Capital Advisors fix this with Client Relationship Management Platform.

Result: 20% faster client onboarding.  
Quick call?

PS—next bottleneck hits ≈5.

DM ≤45 words, TONE:
Saw your post about Michele Beernink's appointment — Difficulty scaling personalized wealth solutions.  
Client Relationship Management Platform. 20% faster client onboarding.  
Quick chat?