Soltis Surge: $500M AUM Sales Trigger
🚀 Hot sales trigger at Soltis Investment Advisors. Jay Wells brings $500M AUM. Pitch M&A integration toolkit & advisor analytics. Dial in now for max deal flow.
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🚀 Battle Card: Soltis Investment Advisors
Quick trigger:
👤 Decision Maker in the News
💡 Why It Matters
- This Soltis Investment Advisors sales trigger underscores a targeted expansion, adding ≈ $500 M AUM to supercharge advisor capabilities and attract top talent. → Source
🎯 Core Pain Point
- Scaling advisor infrastructure to absorb new $500 M book without service disruption
- Maintaining advisor autonomy and culture amid rapid M&A growth
💰 What to Pitch
- Primary: M&A integration toolkit → Seamless onboarding & unified client experience
- Expansion: Advisor performance analytics platform → Data-driven growth planning
🗺️ Quick Context
- HQ: St. George, UT
- Employees: ≈ 150
- Rev: ≈ $100 M
- Website: soltisadvisors.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Soltis Investment Advisors’ business.
- DealCloud — CRM / Deal Mgmt
- Unique edge: Tailored to RIA & capital markets M&A pipelines
- Evaluated by Head of M&A for integration tracking
- Salesforce Financial Services Cloud — CRM / Wealth Mgmt
- Unique edge: Prebuilt financial data models & client views
- Evaluated by Senior Advisor for client relationship scaling
- Junxure — Advisor CRM
- Unique edge: Advisor-focused workflow & compliance tracking
- Evaluated by Operations for ease of use & onboarding speed
- eMoney Advisor — Financial Planning Platform
- Unique edge: Holistic planning tools & client portal
- Evaluated by Wealth Services for digital engagement
- SS&C Advent — Portfolio Mgmt & Reporting
- Unique edge: Robust performance reporting & integration
- Evaluated by IT for system compatibility & security
✅ Do-Now Checklist
Connect with Jay Wells on LinkedIn (link above) using this Soltis Investment Advisors sales trigger as your icebreaker
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Stay on top of every Soltis Investment Advisors sales trigger—no fluff, all pipeline.
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🧠 Copy My Prompt for Personalized Cold Outreach
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✏️ YOUR COMPANY
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OUR_COMPANY =
OFFER_BRIEF =
PROOF_METRIC =
CTA_STYLE =
TONE =
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📌 TARGET COMPANY
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NAME = Jay
COMPANY = Soltis Investment Advisors
DEPT = Institutional & Wealth Services
SIZE = ≈ 150
BOTTLENECK = absorbing new $500M AUM without service disruption
EVENT = Addition of High End Financial
DETAIL = Addition of High End Financial led by Jay Wells
PAIN = Scaling advisor infrastructure to absorb new $500M book
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250806555805&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ 300
EMP_EST = ≈ 150
REV_EST = ≈ $100M
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TASK FOR CHATGPT
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Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 150-person Institutional & Wealth Services
Jay—noticed your Institutional & Wealth Services team is ≈ 150.
That’s when absorbing new $500M AUM without service disruption slows growth.
We helped ≈ TBD fix this with ≈ TBD.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ 300.
DM ≤45 words, TONE:
Saw your post about Addition of High End Financial led by Jay Wells — Scaling advisor infrastructure to absorb new $500M book.
≈ TBD. ≈ TBD.
Quick chat?