Prime Capital Financial Battle Card: Al Burgos Trigger

🚀 Battle Card: Prime Capital Financial

• Al Burgos, Financial Planner · 🔗 LinkedIn

• This Prime Capital Financial sales trigger highlights the immediate need for scalable advisor onboarding and retention. → Source

• Inconsistent onboarding of veteran advisors across 70 locations

• Lack of unified HR & training platform for financial planners

• Primary: Advisor onboarding platform → Accelerated integration & client handoffs

• Expansion: Learning management system → Continuous CE tracking & compliance

• HQ: Overland Park, KS

• Employees: ≈ 500

• Rev: ≈ $150 M

• Website: primefinancial.com

🤼 Competitive Intel

• Workday — HRIS / Talent Management
• Unique edge: Unified global HR + finance suite
• Evaluated by CFO & VP People

• BambooHR — HRIS / Onboarding
• Unique edge: Intuitive SMB focus & low setup
• Evaluated by VP HR & Regional Managers

• Cornerstone OnDemand — LMS / Talent Management
• Unique edge: Robust compliance & certification tracking
• Evaluated by Director of Training

• LinkedIn Learning — LMS / Professional Development
• Unique edge: Expansive expert-led content library
• Evaluated by L&D Managers

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Advisor onboarding platform❑
PROOF_METRIC  = ❑30% faster advisor ramp-up❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Al
COMPANY     = Prime Capital Financial
DEPT        = HR & People
SIZE        = ≈ 8
BOTTLENECK  = inconsistent advisor onboarding
EVENT       = Al Burgos Joins Prime Capital Financial
DETAIL      = veteran advisor brings 25 years of planning experience
PAIN        = lack of unified HR & training platform for financial planners
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250908455099&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈30% faster onboarding
NEXT_SIZE   = ≈15
EMP_EST     = ≈500
REV_EST     = ≈$150M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 8-person HR & People

Al—noticed your HR & People team is ≈ 8.

That’s when inconsistent advisor onboarding slows growth.

We helped ≈ TBD fix this with Advisor onboarding platform.

Result: ≈30% faster onboarding.  
Quick call?

PS—next bottleneck hits ≈ 15.

DM ≤45 words, TONE:
Saw your post about veteran advisor brings 25 years of planning experience — lack of unified HR & training platform for financial planners.  
Advisor onboarding platform. 30% faster advisor ramp-up.  
Quick chat?