Dynasty Financial Partners Hires Kevin Monaco

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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?

Dynasty Deal Flow Trigger