Stephens Powers Up Atlanta Advisory With Carlton Forrester

🚀 Battle Card: Stephens

• Carlton Forrester, Managing Director and Senior Partner, Forrester & Holmes Group · 🔗 LinkedIn

• This sales trigger signals intensifying competition in the Atlanta ultra-high-net-worth advisory space, driving demand for personalized wealth solutions at scale. → Source

• Scaling high-touch advisory services for ultra-high-net-worth clients in key growth markets

• Accelerating integration of seasoned advisors to differentiate and deepen client relationships

• Primary: Salesforce Financial Services Cloud → Seamless client management & personalization at scale

• Expansion: LinkedIn Talent Solutions → Faster advisor recruitment & onboarding

• HQ: Little Rock, AR

• Employees: ≈ 2,500

• Rev: ≈ $800 M

• Website: stephens.com

🤼 Competitive Intel

• Salesforce — Financial Services Cloud
• Unique edge: Robust integration & AI-driven client insights
• Evaluated by Head of Private Wealth & COO

• Envestnet — Advisory Platform
• Unique edge: Unified advisory, reporting & billing
• Evaluated by CFO & Director of Investments

• Orion — Advisor Technology
• Unique edge: Highly customizable reporting & client portals
• Evaluated by VP Operations & IT

• SS&C Advent — Portfolio Management
• Unique edge: Scalable performance analytics & risk tools
• Evaluated by CTO & Finance

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑   ❑
OFFER_BRIEF   = ❑   ❑
PROOF_METRIC  = ❑   ❑
CTA_STYLE     = ❑   ❑
TONE          = ❑   ❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Carlton
COMPANY     = Stephens
DEPT        = Private Wealth Management
SIZE        = ≈ TBD
BOTTLENECK  = Scaling high-touch advisory services for ultra-high-net-worth clients
EVENT       = expansion in Atlanta
DETAIL      = addition of Financial Advisor Carlton Forrester
PAIN        = Scaling high-touch advisory services for ultra-high-net-worth clients
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250915964354&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 2,500
REV_EST     = ≈ $800 M

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

Validate any ≈ guesses via SRC.

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

Carlton—noticed your Private Wealth Management team is ≈ TBD.

That’s when Scaling high-touch advisory services for ultra-high-net-worth clients slows growth.

We helped ≈ TBD fix this with ❑   ❑.

Result: ≈ TBD.  
<<CTA_STYLE=="quick_call" ? "Quick call?" : "Want the 2-min recap?">>

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about addition of Financial Advisor Carlton Forrester — Scaling high-touch advisory services for ultra-high-net-worth clients.  
❑   ❑. ❑   ❑.  
<<CTA_STYLE=="quick_call" ? "Quick chat?" : "Send case study?">>