Pipeline Alert: Mather Group’s New CGO

New CGO alert at The Mather Group means AUM growth mode. Pitch your automated lead-gen & referral tools now. Next touch = commission.

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🚀 Battle Card: The Mather Group, LLC

Quick trigger:
 
👤 Decision Maker in the News
 
💡 Why It Matters
  • This The Mather Group, LLC sales trigger signals an aggressive push to drive client AUM growth via expanded acquisition channels. → Source
 
🎯 Core Pain Point
  • Inefficient new client acquisition processes
  • Underleveraged referral network opportunities
 
💰 What to Pitch
  • Primary: Automated lead generation platform → Increase qualified lead flow by 30% in 3 months
  • Expansion: Referral network management tool → Double referral-sourced assets under management
 
🗺️ Quick Context
  • HQ: Chicago, IL
  • Employees: ≈ 150
  • Rev: ≈ $45M
 
🚩 Sales Trigger Reminder: This The Mather Group, LLC sales trigger is your ticket to timely growth tool pitches.
 

🤼 Competitive Intel

Which other vendors you’ll probably face to win The Mather Group, LLC’s business.
 
  • HubSpotMarketing Automation
    • Unique edge: All-in-one inbound marketing + CRM integration
    • Evaluated by Chief Growth Officer for campaign scalability
  • OutreachSales Engagement
    • Unique edge: AI-driven sequence optimization
    • Evaluated by Sales Ops for pipeline velocity
  • ReferralRockReferral Management
    • Unique edge: Automated referral tracking across channels
    • Evaluated by Marketing for network growth
  • MarketoMarketing Automation
    • Unique edge: Enterprise-grade segmentation and analytics
    • Evaluated by VP Marketing for ROI measurement
 

✅ Do-Now Checklist

Connect with all decision makers on LinkedIn (links 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

Get intel like this daily—no fluff, all pipeline. Ace every The Mather Group, LLC sales trigger—**Subscribe to NewsletterForLeads**
 

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Automated lead generation platform❑
PROOF_METRIC  = ❑144% increase in new fee-based investors❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = John
COMPANY     = The Mather Group, LLC
DEPT        = Growth
SIZE        = ≈ 150
BOTTLENECK  = inefficient new client acquisition processes
EVENT       = Appointment of new Chief Growth Officer
DETAIL      = appointed John Laurito as Chief Growth Officer
PAIN        = inefficient new client acquisition processes
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251021080476&div=41152219
SIM_CO      = Lincoln Investment
WIN_METRIC  = 144% increase in new fee-based investors
NEXT_SIZE   = ≈ 200
EMP_EST     = ≈ 150
REV_EST     = ≈ $45M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 150-person Growth

John—noticed your Growth team is ≈ 150.

That’s when inefficient new client acquisition processes slows growth.

We helped Lincoln Investment fix this with Automated lead generation platform.

Result: 144% increase in new fee-based investors.  
Quick call?

PS—next bottleneck hits ≈ 200.

DM ≤45 words, TONE:
Saw your post about appointed John Laurito as Chief Growth Officer — inefficient new client acquisition processes.  
Automated lead generation platform. 144% increase in new fee-based investors. Quick chat?

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