Sales Trigger: REX IncomeMax ETF Hires Matt Holcomb
REX Shares names Matt Holcomb as IncomeMax ETF manager. Leverage this to supercharge your pipeline, set your next touch, and close strong for commission.
Published on
Do not index
Do not index
🚀 Battle Card: REX Shares
Quick trigger:
👤 Decision Maker in the News
- Matt Holcomb, Portfolio Manager 🔗 LinkedIn
💡 Why It Matters
- Bringing in an experienced options specialist supercharges ULTI’s market entry and signals REX’s push into income-focused ETFs → Source
- This REX Shares sales trigger creates urgency to position ULTI as a high-frequency income tool
🎯 Core Pain Point
- Generating reliable income in volatile markets
- Managing risk on complex options strategies
💰 What to Pitch
- Primary: REX IncomeMax™ Option Strategy ETF (ULTI) → Boost client portfolio yield with active volatility monetization
- Expansion: @BigRedOptions educational platform → Deepen investor engagement and drive asset growth
- Leverage the REX Shares sales trigger to frame ULTI as the go-to income ETF
🗺️ Quick Context
- HQ: New York, NY
- Employees: ≈ 50
- Rev: ≈ $50 M
- Website: https://www.rexshares.com/
🤼 Competitive Intel
Which other vendors you’ll probably face to win REX Shares’s business.
- Innovator Capital Management — Options-based ETFs
- Unique edge: Pioneer with defined outcome funds
- Evaluated by Portfolio Manager for track record
- Global X — Dividend & Income ETFs
- Unique edge: Diverse yield strategies
- Evaluated by Head of Research for product mix
- Amplify ETFs — Volatility & Income Strategies
- Unique edge: Niche options income ETFs
- Evaluated by Marketing & Sales for distribution potential
✅ Do-Now Checklist
Connect with Matt Holcomb on LinkedIn (link above)
Craft first touch email/DM highlighting this REX Shares sales trigger
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Don’t let this REX Shares sales trigger slip—get daily, no-fluff intel that fuels your pipeline.
Subscribe to NewsletterForLeads
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Active options strategy turning volatility into weekly income❑
PROOF_METRIC = ❑20% AUM growth❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Matt
COMPANY = REX Shares
DEPT = Portfolio Management
SIZE = ≈5
BOTTLENECK = managing risk on complex options strategies
EVENT = Appoints Matt Holcomb as Portfolio Manager
DETAIL = Portfolio Manager for REX IncomeMax™ Option Strategy ETF launch
PAIN = Generating reliable income in volatile markets
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251103237360&div=41152219
SIM_CO = Global X
WIN_METRIC = ≈15% weekly income increase
NEXT_SIZE = ≈10
EMP_EST = ≈50
REV_EST = ≈50M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈5-person Portfolio Management
Matt—noticed your Portfolio Management team is ≈5.
That’s when managing risk on complex options strategies slows growth.
We helped Global X fix this with Active options strategy turning volatility into weekly income.
Result: ≈15% weekly income increase.
Quick call?
PS—next bottleneck hits ≈10.
DM ≤45 words, TONE:
Saw your post about Portfolio Manager for REX IncomeMax™ Option Strategy ETF launch — Generating reliable income in volatile markets.
Active options strategy turning volatility into weekly income. 20% AUM growth.
Quick chat?