BattleCard Trigger: Capital Financial Partners Wealth Hire
Michele Beernink joins Capital Financial Partners as Director of Private Wealth. Use this trigger to pitch CRM & analytics, boost pipeline fast.
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🚀 Battle Card
🚀 Battle Card: Capital Financial Partners, LLC
Quick trigger:
👤 Decision Maker in the News
- Michele Beernink, Director of Private Wealth Services · 🔗 [LinkedIn](https://www.linkedin.com/company/capital-financial-partners-llc/)
💡 Why It Matters
- 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
🎯 Core Pain Point
- Retaining and expanding high-net-worth client relationships
- Scaling personalized wealth solutions with limited headcount
💰 What to Pitch
- Primary: Client Relationship Management Platform → Streamline client onboarding & engagement
- Expansion: Portfolio Analytics Suite → Deliver real-time insights for advisory teams
🗺️ Quick Context
- HQ: Baltimore, MD
- Employees: ≈ 25
- Rev: ≈ $3 M
🤼 Competitive Intel
Which other vendors you’ll probably face to win Capital Financial Partners, LLC’s business.
- 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
Connect with [Michele Beernink](https://www.linkedin.com/company/capital-financial-partners-llc/) on LinkedIn
Send email + DM referencing this Capital Financial Partners, LLC sales trigger hire and pain points
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Capitalize on this Capital Financial Partners, LLC sales trigger to win quick pipeline.
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🧠 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❑
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📌 TARGET COMPANY
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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
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TASK FOR CHATGPT
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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?