Stephens Shreveport Sales Trigger: Win PWM Deals
Josh McCord lands in Shreveport. New private wealth mandates unlocked. Pitch wealth CRM + trigger alerts. Next touch: connect on LinkedIn.
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🚀 Battle Card: Stephens
Quick trigger:
👤 Decision Maker in the News
- Josh McCord, Vice President and Financial Consultant · 🔗 LinkedIn
💡 Why It Matters
- Expansion into Shreveport signals a ramp-up in regional private wealth management, creating new advisory mandates and tech needs. This Stephens sales trigger highlights immediate opportunity for digital solutions. → Source
🎯 Core Pain Point
- Scaling private wealth management operations across multiple regional offices
- Recruiting and retaining top-tier financial advisors in competitive markets
💰 What to Pitch
- Primary: Wealth management CRM with automated lead scoring → boost advisor productivity and client engagement
- Expansion: Sales trigger alerting system → ensure timely outreach on every Stephens sales trigger
🗺️ Quick Context
- HQ: Little Rock, AR
- Employees: ≈ 1,200
- Rev: ≈ $500 M
- Website: https://www.stephens.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Stephens’ business after this Stephens sales trigger.
- Salesforce — CRM / Sales Cloud
- Unique edge: Best-in-class enterprise ecosystem
- Evaluated by VP Ops for customization and integrations
- Microsoft Dynamics 365 — CRM / ERP suite
- Unique edge: Seamless Office 365 and Azure integration
- Evaluated by IT & Finance for security and compliance
- Orion Advisor Tech — Wealth management platform
- Unique edge: End-to-end portfolio management
- Evaluated by Advisory team for reporting depth
✅ Do-Now Checklist
Connect with Josh McCord on LinkedIn (link above)
Reference the Shreveport expansion and Stephens sales trigger in your first email
Schedule follow-up touches in CRM (Day 3 & Day 10)
Next Step
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY =
OFFER_BRIEF = ❑Wealth management CRM with automated lead scoring❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Josh
COMPANY = Stephens
DEPT = Private Wealth Management
SIZE = ≈ 10
BOTTLENECK = Scaling regional private wealth management operations
EVENT = Adds VP and Financial Consultant
DETAIL = Adds Josh McCord to Private Wealth Management Division in Shreveport
PAIN = Recruiting and retaining top-tier financial advisors
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250804341557&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ 20
EMP_EST = ≈ 1200
REV_EST = ≈ $500M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 10-person Private Wealth Management
Josh—noticed your Private Wealth Management team is ≈ 10.
That’s when Scaling regional private wealth management operations slows growth.
We helped ≈ TBD fix this with Wealth management CRM with automated lead scoring.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ 20.
DM ≤45 words, TONE:
Saw your post about Adds Josh McCord to Private Wealth Management Division in Shreveport — Recruiting and retaining top-tier financial advisors.
Wealth management CRM with automated lead scoring. ≈ TBD.
Quick chat?