Sales Trigger: Sage Mountain’s CFA/CAIA Hire

🚀 Battle Card: Sage Mountain Advisors

• Evan Daugherty, Wealth Advisor · 🔗 [LinkedIn](https://www.linkedin.com/company/sage-mountain-advisors/)

• As a prime Sage Mountain Advisors sales trigger, adding a CFA/CAIA to the bench underscores aggressive targeting of ultra-HNW families and elevates fiduciary expertise. → Source

• Scaling advisor capacity to keep pace with rapid UHNW growth

• Maintaining boutique-level personalized service amid team expansion

• Primary: Advisor Workforce Planning Software → Preempts advisor capacity bottlenecks triggered by this Sage Mountain Advisors sales trigger

• Expansion: Alternative Investment Analytics Integration → Deepens open architecture platform for sophisticated asset allocations

• HQ: Atlanta, GA

• Employees: ≈ 75

• Rev: ≈ $60 M

• Website: [https://www.sagemountainadvisors.com/](https://www.sagemountainadvisors.com/)

🤼 Competitive Intel

• LinkedIn Talent Solutions — Talent Acquisition
• Unique edge: Massive professional network for targeting CFAs/CAIAs
• Evaluated by Talent Acquisition for candidate quality

• KornFerry — Executive Search
• Unique edge: Deep bench of financial services recruiters
• Evaluated by HR for senior wealth advisory roles

• Russell Reynolds Associates — Executive Search
• Unique edge: Global footprint for ultra-HNW advisor hires
• Evaluated by HR & People Ops for cultural fit

• Indeed — Job Board / Sourcing
• Unique edge: Broad reach at low cost per hire
• Evaluated by People Ops for volume sourcing

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call | case_study❑
TONE          = ❑friendly | punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Evan
COMPANY     = Sage Mountain Advisors
DEPT        = Wealth Advisory
SIZE        = ≈ TBD
BOTTLENECK  = Scaling advisor capacity to keep pace with rapid UHNW growth
EVENT       = Upcoming addition of Evan Daugherty, CFA, CAIA
DETAIL      = upcoming addition of Evan Daugherty, CFA, CAIA
PAIN        = Maintaining boutique-level personalized service amid team expansion
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251009459218&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 75
REV_EST     = ≈ $60 M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Wealth Advisory

Evan—noticed your Wealth Advisory team is ≈ TBD.
That’s when Scaling advisor capacity to keep pace with rapid UHNW growth slows growth.
We helped ≈ TBD fix this with ❑<1-line value>❑.
Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about upcoming addition of Evan Daugherty, CFA, CAIA — Maintaining boutique-level personalized service amid team expansion.  
❑<1-line value>❑. ❑<metric>❑.  
Quick chat?