Dynasty Deal Flow Trigger
Dynasty Financial Partners taps industry vet Kevin Monaco. Next touch: deploy your advisor recruitment CRM to supercharge Western U.S. deal flow and crank commission.
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🚀 Battle Card
🚀 Battle Card: Dynasty Financial Partners
Quick trigger:
👤 Decision Maker in the News
- Kevin Monaco, Business Development Officer · 🔗 LinkedIn
💡 Why It Matters
- Capitalize on this Dynasty Financial Partners sales trigger: bringing on a 30-year industry veteran in LA to supercharge western U.S. advisor recruitment and local partner support. → Source
🎯 Core Pain Point
- Filling Western U.S. advisor pipeline in a hot wealth management market
- Providing local on-the-ground support for high-net-worth advisors
💰 What to Pitch
- Primary: Advisor Recruitment CRM → Accelerate partner acquisition & streamline candidate outreach
- Expansion: Field Enablement Suite → Boost advisor retention with data-driven coaching & support
🗺️ Quick Context
- HQ: St. Petersburg, FL, USA
- Employees: ≈ 300
- Rev: ≈ $150 M
- Website: dynastyfinancialpartners.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Dynasty Financial Partners’ business.*
- salesforce.com — CRM / Financial Services Cloud
- Unique edge: Custom objects for wealth management
- Evaluated by Tim Oden for FS Cloud fit
- zoominfo.com — Sales Intelligence
- Unique edge: 360° advisor firmographics
- Evaluated by Kevin Monaco for lead gen quality
- linkedin.com — Lead Sourcing
- Unique edge: Direct advisor network insights
- Evaluated by BD team for pipeline growth
- orion.com — Portfolio Mgmt & Reporting
- Unique edge: Integrated client portal
- Evaluated by Ops & IT for seamless integration
- tamaracinc.com — Rebalancing & OMS
- Unique edge: Unified trading & performance analytics
- Evaluated by COO for operational efficiency
✅ Do-Now Checklist
Connect with Kevin Monaco on LinkedIn (link above)
Frame your outreach around this Dynasty Financial Partners sales trigger
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Accelerate advisor recruitment with targeted CRM workflows❑
PROOF_METRIC = ❑25% faster advisor acquisition❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Kevin
COMPANY = Dynasty Financial Partners
DEPT = Business Development
SIZE = ≈ 8
BOTTLENECK = advisor pipeline capacity
EVENT = new senior BD hire
DETAIL = appointing Kevin as Senior Business Development Executive
PAIN = struggling to scale advisor recruitment
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250916043561&div=41152219
SIM_CO = Clear Trail Advisors
WIN_METRIC = 30% increase in advisor sign-ups
NEXT_SIZE = ≈ 16
EMP_EST = ≈ 300
REV_EST = ≈ $150M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 8-person Business Development
Kevin—noticed your Business Development team is ≈ 8.
That’s when advisor pipeline capacity slows growth.
We helped Clear Trail Advisors fix this with Accelerate advisor recruitment with targeted CRM workflows.
Result: 30% increase in advisor sign-ups.
Quick call?
PS—next bottleneck hits ≈ 16.
DM ≤45 words, TONE:
Saw your post about appointing Kevin as Senior Business Development Executive — struggling to scale advisor recruitment.
Accelerate advisor recruitment with targeted CRM workflows. 25% faster advisor acquisition.
Quick chat?