Rightside Financial Sales Trigger: Osaic CRM Deal Flow
Bart Butler’s Rightside Financial just joined Osaic. Pitch CRM automation & digital legacy planning to streamline advisor workflows and boost your commission.
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🚀 Battle Card: Rightside Financial
Quick trigger (Rightside Financial sales trigger):
👤 Decision Maker in the News
💡 Why It Matters
- As a Rightside Financial sales trigger, this shift to Osaic’s platform shows a move to streamline advisor operations and deepen client relationships → Source
🎯 Core Pain Point
- Inefficient back-office workflows holding advisors back
- Lack of integrated client experience across planning and legacy services
💰 What to Pitch
- Primary: Financial CRM & automation platform → Streamline operations & free up 20% advisor time
- Expansion: Digital legacy planning module → Deepen client trust & stickiness
🗺️ Quick Context
- HQ: Columbus, OH
- Employees: ≈ 5
- Rev: ≈ $1M
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Rightside Financial’s business.*
- eMoney Advisor — Financial planning software
- Unique edge: Interactive cash-flow modeling
- Evaluated by Bart Butler for client engagement
- Envestnet — Wealth management platform
- Unique edge: Robust portfolio analytics & open architecture
- Evaluated by finance team for AUM growth potential
- Orion Advisor Tech — Portfolio & trading management
- Unique edge: Integrated billing & reporting
- Evaluated by operations for efficiency gains
- Salesforce Financial Services Cloud — CRM / client relationship
- Unique edge: Customizable client journeys
- Evaluated by marketing & ops for outreach automation
✅ Do-Now Checklist
Connect with Bart Butler on LinkedIn (see above)
Draft first outreach referencing this Rightside Financial sales trigger and send via email/DM
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Financial CRM & automation platform❑
PROOF_METRIC = ❑freed up 20% advisor time❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
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📌 TARGET COMPANY
────────────────────────────
NAME = Bart
COMPANY = Rightside Financial
DEPT = operations
SIZE = 5
BOTTLENECK = inefficient back-office workflows
EVENT = launch of Rightside Financial
DETAIL = launching Rightside Financial with Osaic
PAIN = inefficient back-office workflows holding advisors back
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250924463383&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = freed up 20% advisor time
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 5
REV_EST = ≈ $1M
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TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: 5-person operations
Bart—noticed your operations team is ≈ 5.
That’s when inefficient back-office workflows slows growth.
We helped ≈ TBD fix this with Financial CRM & automation platform.
Result: freed up 20% advisor time.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about launching Rightside Financial with Osaic — inefficient back-office workflows holding advisors back.
Financial CRM & automation platform. freed up 20% advisor time.
Quick chat?