CapWealth EVP Sales Trigger: Pipeline Playbook

🚀 Battle Card: CapWealth

• Christopher Stevens, Executive Vice President and Financial Advisor · 🔗 LinkedIn

• This CapWealth sales trigger signals a push for high-net-worth client acquisition and expanded advisory services. → Source

• Seamless integration of a high-profile advisor into existing workflows

• Scaling client acquisition and retention systems

• Primary: Digital CRM & Client Portal → Accelerate advisor productivity and client onboarding

• Expansion: Automated Marketing & Analytics Module → Increase personalized outreach by 50%

• HQ: Nashville, TN

• Employees: ≈ 50

• Rev: ≈ $30 M

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

🤼 Competitive Intel

• Salesforce Financial Services Cloud — CRM / WealthTech
• Unique edge: Deep integration with core Salesforce ecosystem
• Evaluated by COO & VP Ops for enterprise scalability

• Orion Advisor Tech — Portfolio Management / Reporting
• Unique edge: Best-in-class client reporting portal
• Evaluated by CFO & IT for compliance and security

• Envestnet — Advisory Platform / Data Aggregation
• Unique edge: Comprehensive data aggregation and research tools
• Evaluated by Dir. Finance for analytics depth

• Wealthbox — Lightweight CRM
• Unique edge: Rapid deployment and low training overhead
• Evaluated by Marketing & Operations for ease of use

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Digital CRM & Client Portal❑
PROOF_METRIC  = ❑50% increase in personalized outreach❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Christopher Stevens
COMPANY     = CapWealth
DEPT        = Financial Advisory
SIZE        = ≈ 50
BOTTLENECK  = Scaling client acquisition and retention systems
EVENT       = CapWealth Adds Christopher Stevens, CFP®, as Executive Vice President and Financial Advisor
DETAIL      = CapWealth Adds Christopher Stevens, CFP®, as Executive Vice President and Financial Advisor
PAIN        = Seamless integration of a high-profile advisor into existing workflows
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250915347000&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = 50% increase in personalized outreach
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 50
REV_EST     = ≈ $30M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 50-person Financial Advisory

Christopher Stevens—noticed your Financial Advisory team is ≈ 50.

That’s when Scaling client acquisition and retention systems slows growth.

We helped ≈ TBD fix this with Digital CRM & Client Portal.

Result: 50% increase in personalized outreach.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about CapWealth Adds Christopher Stevens, CFP®, as Executive Vice President and Financial Advisor — Seamless integration of a high-profile advisor into existing workflows.  
Digital CRM & Client Portal. 50% increase in personalized outreach.  
Quick chat?