Osaic $177M Knoxville Trigger Battle Card
Knoxville advisors just freed $177M in AUA by offloading ops & compliance to Osaic. Use this battle card for your next touch, pitch angles & decision-maker intel to crush your quota.
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🚀 Battle Card: Osaic, Inc.
Quick trigger:
Eyes on this Osaic, Inc. sales trigger—Knoxville advisors just offloaded $177M AUA ops & compliance.
👤 Decision Maker in the News
- John Kennedy, Team Leader (formerly Senior Partner at TrustFirst) · 🔗 LinkedIn
💡 Why It Matters
- This Osaic, Inc. sales trigger offloads $177M in admin and compliance overhead, freeing advisors to grow client relationships faster. → Source
🎯 Core Pain Point
- Back-office operational complexity
- Compliance & tech infrastructure burden
💰 What to Pitch
- Primary: Outsourced operations & compliance platform → Reduced admin load & risk
- Expansion: Enhanced investment platform integration → Broader advisory product set
🗺️ Quick Context
- HQ: Scottsdale, AZ
- Employees: ≈ 1,200
- Rev: ≈ $800 M
- Website: osaic.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win **Osaic, Inc.*’s business.
- LPL Financial — Broker-Dealer & RIA Platform
- Unique edge: Market-leading compliance & tech integration
- Evaluated by Team Leaders for seamless affiliation
- Pershing — Custody & Clearing (BNY Mellon)
- Unique edge: Robust global infrastructure & custody services
- Evaluated by Ops & Compliance for asset safety
- Fidelity Institutional — Custody & Advisory
- Unique edge: Comprehensive advisor support & reporting tools
- Evaluated by Advisory Heads for platform flexibility
✅ Do-Now Checklist
Connect with John Kennedy on LinkedIn (link above)
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
Don’t miss this Osaic, Inc. sales trigger—get intel like this daily, no fluff, all pipeline.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑≈ TBD❑
OFFER_BRIEF = ❑outsourced operations & compliance platform❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = John Kennedy
COMPANY = Osaic, Inc.
DEPT = ≈ TBD
SIZE = ≈ TBD
BOTTLENECK = back-office operational complexity
EVENT = Osaic Welcomes $177 Million Team from TrustFirst
DETAIL = Establish New Knoxville-Based Firm
PAIN = compliance & tech infrastructure burden
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250826286530&div=41152219
SIM_CO = Schaible Russo Financial
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈1,200
REV_EST = ≈ $800M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person ≈ TBD
John—noticed your ≈ TBD team is ≈ TBD.
That’s when back-office operational complexity slows growth.
We helped Schaible Russo Financial fix this with outsourced operations & compliance platform.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Establish New Knoxville-Based Firm — compliance & tech infrastructure burden.
outsourced operations & compliance platform. ≈ TBD.
Quick chat?