Prime Capital Financial CHRO Sales Trigger

🚀 Battle Card: Prime Capital Financial

• Angel Taylor, Chief Human Resources Officer · 🔗 [LinkedIn](https://www.linkedin.com/company/prime-capital-investment-advisors/)

• With 70 locations nationwide and rapid advisor growth, scaling talent strategy is mission-critical. As a Prime Capital Financial sales trigger, this appointment signals an urgent need for unified people solutions. → Source

• Attracting and retaining top talent across multiple locations

• Building a unified culture amid rapid geographic expansion

• Primary: Talent Management Platform → Accelerate recruitment, onboarding, and retention

• Expansion: Employee Engagement Analytics → Drive culture alignment and productivity insights

• HQ: Overland Park, KS

• Employees: ≈ 700

• Rev: ≈ $150 M

• Website: [primefinancial.com](https://primefinancial.com/)

🤼 Competitive Intel

• Workday — HCM
• Unique edge: Unified finance + HR analytics
• Evaluated by CHRO for enterprise-grade talent insights

• SAP SuccessFactors — HCM
• Unique edge: Global compliance and scalability
• Evaluated by VP Ops for roadmap and support

• UKG — HRIS / Workforce Management
• Unique edge: Robust scheduling and labor analytics
• Evaluated by HR teams for multi-location workforce planning

• BambooHR — HR Software
• Unique edge: SME-friendly UI and rapid deployment
• Evaluated by Dir. Talent Acquisition for ease of use

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Unified talent management platform❑
PROOF_METRIC  = ❑30% faster hires❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Angel
COMPANY     = Prime Capital Financial
DEPT        = Human Resources
SIZE        = 15
BOTTLENECK  = scaling your talent strategy
EVENT       = Angel Taylor’s appointment
DETAIL      = your appointment as CHRO
PAIN        = attracting and retaining top talent across multiple locations
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250930189626&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = 30% reduction in turnover
NEXT_SIZE   = 50
EMP_EST     = ≈ 700
REV_EST     = ≈ $150M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 15-person Human Resources

Angel—noticed your Human Resources team is ≈ 15.

That’s when scaling your talent strategy slows growth.

We helped ≈ TBD fix this with Unified talent management platform.

Result: 30% reduction in turnover.  
Quick call?

PS—next bottleneck hits ≈ 50.

DM ≤45 words, TONE:
Saw your post about your appointment as CHRO — attracting and retaining top talent across multiple locations.  
Unified talent management platform. 30% faster hires.  
Quick chat?