InspereX RIA Sales Play: Laczkowski Boosts Pipeline

🚀 Battle Card: InspereX

• Brandon Laczkowski, Managing Director, Head of RIA Sales · 🔗 LinkedIn

• Tech-driven fixed income leader is doubling down on the RIA channel with a seasoned capital markets pro. → Source

• This InspereX sales trigger spotlights a major push to win more Registered Investment Advisors.

• RIAs need streamlined access to diversified fixed income & structured products.

• Advisors struggle with complex capital markets distribution and tech integration.

• Primary: InspereX RIA Distribution Platform → Streamlined access to fixed income & structured products

• Expansion: BondNav® & Incapnet Execution Tools → Enhanced efficiency, transparency, and reporting for RIAs

• HQ: Delray Beach, FL

• Employees: ≈ 180

• Rev: ≈ $120 M

• Website: insperex.com

🤼 Competitive Intel

• Pershing (BNY Mellon) — Custody & trading platform
• Unique edge: Deep RIA channel integration & clearing services
• Evaluated by Head of Operations for turn-key solutions

• Fidelity Institutional — Platform & execution
• Unique edge: Proprietary trading algorithms & research
• Evaluated by COO for reliability and scale

• Raymond James — Full-service distribution
• Unique edge: Established RIA relationships & co-management programs
• Evaluated by VP Sales for advisor outreach support

• Goldman Sachs — Structured products distribution
• Unique edge: Institutional product suite & global reach
• Evaluated by CIO for product innovation

• BlackRock — Fixed income ETFs & solutions
• Unique edge: Leading ETF liquidity & risk analytics
• Evaluated by Dir. Portfolio Strategy for passive/fixed income mix

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑RIA Distribution Platform❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Brandon
COMPANY     = InspereX
DEPT        = RIA Sales
SIZE        = ≈ TBD
BOTTLENECK  = complex capital markets distribution
EVENT       = Appoints Brandon Laczkowski Managing Director, Head of RIA Sales
DETAIL      = your appointment as Head of RIA Sales
PAIN        = advisors struggle with complex capital markets distribution
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250903352530&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 180
REV_EST     = ≈ $120M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person RIA Sales

Brandon—noticed your RIA Sales team is ≈ TBD.

That’s when complex capital markets distribution slows growth.

We helped ≈ TBD fix this with RIA Distribution Platform.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about your appointment as Head of RIA Sales — advisors struggle with complex capital markets distribution.  
RIA Distribution Platform. ≈ TBD.  
Quick chat?