Pipeline Trigger: Cary Street Partners

🚀 Battle Card: Cary Street Partners

• Michael Saul, Financial Advisor, Managing Director · 🔗 LinkedIn

• This Cary Street Partners sales trigger highlights their push to deepen fiduciary bench strength in a competitive metro market. → Source

• Scaling advisor recruiting in a tight talent market

• Onboarding high-caliber advisors while maintaining compliance

• Primary: Talent CRM → Track, engage & hire top financial advisors faster

• Expansion: Digital Onboarding Suite → Seamless advisor integration & compliance

• HQ: Morristown, NJ

• Employees: ≈ 250

• Rev: ≈ $120 M

• Website: carystreetpartners.com

🤼 Competitive Intel

• LinkedIn Talent Solutions — Talent Acquisition / Recruitment
• Unique edge: vast advisor network & advanced sourcing filters
• Evaluated by Head of Talent for reach & precision

• iCIMS — Applicant Tracking / Onboarding
• Unique edge: unified talent cloud with compliance workflows
• Evaluated by HR Director for end-to-end efficiency

• BambooHR — HR Management / Benefits
• Unique edge: intuitive mid-market HRIS + advisor self-service
• Evaluated by COO for ease of use & cost

• ADP — Payroll & HCM
• Unique edge: scalable payroll with built-in compliance
• Evaluated by CFO for global reporting accuracy

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Talent CRM to track, engage & hire top financial advisors faster❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Michael
COMPANY     = Cary Street Partners
DEPT        = HR & People
SIZE        = ≈ TBD
BOTTLENECK  = Scaling advisor recruiting in a tight talent market
EVENT       = Strengthens Fiduciary Expertise in New Jersey
DETAIL      = Veteran Financial Advisor Michael Saul to Join Growing Firm
PAIN        = Onboarding high-caliber advisors while maintaining compliance
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251017798009&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 250
REV_EST     = ≈ $120M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person HR & People

Michael—noticed your HR & People team is ≈ TBD.

That’s when Scaling advisor recruiting in a tight talent market slows growth.

We helped ≈ TBD fix this with Talent CRM to track, engage & hire top financial advisors faster.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Veteran Financial Advisor Michael Saul to Join Growing Firm — Onboarding high-caliber advisors while maintaining compliance.  
Talent CRM to track, engage & hire top financial advisors faster. ≈ TBD. Quick chat?