Trigger Alert: Ed Swenson Named President at RFG Advisory
Quota alert. Ed Swenson is now President at RFG Advisory. Use this battle card to win their business: decision-maker intel, core pain points, competitor angles & your next-touch checklist.
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🚀 Battle Card: RFG Advisory
Quick trigger:
👤 Decision Maker in the News
- Ed Swenson, President · 🔗 [LinkedIn](https://www.linkedin.com/in/edswenson/)
💡 Why It Matters
- Capitalize on this RFG Advisory sales trigger—new leadership will double down on advisor-centric tech and growth services. → Source
🎯 Core Pain Point
- Independent advisors need scalable integrated platforms to manage client portfolios and operations.
- Achieving double-digit organic growth and maximizing enterprise value.
💰 What to Pitch
- Primary: Advisor-centric tech platform → Streamlined operations & enhanced advisor experience.
- Expansion: Growth services & coaching → Accelerated organic growth (19.5% avg).
- Use the RFG Advisory sales trigger to frame your pitch around leadership’s growth mandate.
🗺️ Quick Context
- HQ: Birmingham, AL
- Employees: ≈ 150
- Rev: ≈ $50 M
🤼 Competitive Intel
*Which other vendors you’ll probably face to win RFG Advisory’s business.*
- Envestnet — Wealth management platform
- Unique edge: Deep data integration & institutional-grade reporting
- Evaluated by CIO & VP Ops for platform breadth
- Orion — Advisory operations suite
- Unique edge: Customizable portfolio management & billing
- Evaluated by Head of Ops for flexibility
- Broadridge — Integrated wealth tech
- Unique edge: End-to-end client communications & compliance
- Evaluated by CCO & CIO for compliance depth
- Tamarac — Portfolio & rebalancing tools
- Unique edge: Seamless integration with custody platforms
- Evaluated by IT & Portfolio Managers for integration ease
✅ Do-Now Checklist
Connect with Ed Swenson on LinkedIn (link above)
Reference the RFG Advisory sales trigger in your first touch
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
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Advisor-centric tech platform streamlines advisor operations❑
PROOF_METRIC = ❑19.5% organic growth❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Ed
COMPANY = RFG Advisory
DEPT = Executive Team
SIZE = ≈150
BOTTLENECK = lack of scalable integrated platform
EVENT = Appointment of Ed Swenson as President
DETAIL = Ed Swenson as President
PAIN = Independent advisors need scalable integrated platforms
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251001280950&div=41152219
SIM_CO = Dynasty Financial Partners
WIN_METRIC = 19.5% organic growth
NEXT_SIZE = ≈250
EMP_EST = ≈150
REV_EST = ≈$50M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈150-person Executive Team
Ed—noticed your Executive Team is ≈150.
That’s when lack of scalable integrated platform slows growth.
We helped Dynasty Financial Partners fix this with Advisor-centric tech platform streamlines advisor operations.
Result: 19.5% organic growth.
Quick call?
PS—next bottleneck hits ≈250.
DM ≤45 words, TONE:
Saw your post about Ed Swenson as President — Independent advisors need scalable integrated platforms.
Advisor-centric tech platform streamlines advisor operations. 19.5% organic growth. Quick chat?```