NFSG Corp Battle Card: Lisa Armbrust Sales Trigger

🚀 Battle Card: NFSG Corporation

• Lisa Armbrust, Financial Advisor

• This NFSG Corporation sales trigger shows top advisors prioritize best-in-class tech and autonomy → Source

• Scaling advisor onboarding quickly without sacrificing compliance

• Maintaining robust portfolio tech while preserving independence

• Primary: Advisor Onboarding & Training Platform → accelerate new advisor ramp-up

• Expansion: Compliance & Portfolio Management Integration → ensure seamless regulatory adherence and reporting

• HQ: Boca Raton, FL

• Employees: ≈ 150

• Rev: ≈ $50 M

• Website: [nfsgwealth.com](https://www.nfsgwealth.com)

🤼 Competitive Intel

• Orion Advisor Services — Portfolio Management
• Unique edge: End-to-end wealth tech
• Evaluated by IT & Ops for integration depth

• eMoney Advisor — Financial Planning
• Unique edge: Client-facing planning tools
• Evaluated by Finance for engagement metrics

• Black Diamond (SS&C) — Reporting & Analytics
• Unique edge: Advanced performance dashboards
• Evaluated by CFO for dashboard clarity

• Salesforce Financial Services Cloud — CRM / Client Lifecycle
• Unique edge: Customizable client journeys
• Evaluated by Head of Sales for pipeline visibility

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Advisor Onboarding & Training Platform❑
PROOF_METRIC  = ❑≈40% faster onboarding❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Lisa
COMPANY     = NFSG Corporation
DEPT        = Advisory team
SIZE        = ≈150
BOTTLENECK  = scaling advisor onboarding quickly without sacrificing compliance
EVENT       = Lisa Armbrust joins NFSG Corporation
DETAIL      = 15 years at Morgan Stanley & Raymond James
PAIN        = Extended advisor ramp times
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250930645607&div=41152219
SIM_CO      = ≈Raymond James
WIN_METRIC  = ≈40% faster onboarding
NEXT_SIZE   = ≈300
EMP_EST     = ≈150
REV_EST     = ≈$50M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈150-person Advisory team

Lisa—noticed your Advisory team is ≈150.

That’s when scaling advisor onboarding quickly without sacrificing compliance slows growth.

We helped ≈Raymond James fix this with Advisor Onboarding & Training Platform.

Result: ≈40% faster onboarding.  
Quick call?

PS—next bottleneck hits ≈300.

DM ≤45 words, TONE:
Saw your post about 15 years at Morgan Stanley & Raymond James — Extended advisor ramp times.  
Advisor Onboarding & Training Platform. 40% faster onboarding.  
Quick chat?