Sterlington PLLC Wealth Team Expansion Trigger

🚀 Battle Card: Sterlington PLLC

• Alexandra Buckingham, Partner · 🔗 LinkedIn

• This Sterlington PLLC sales trigger underscores surging demand for seamless legal-tax advisory integration to serve UHNW families. → Source

• Fragmented advisor collaboration slows down high-stakes wealth planning.

• High-velocity talent recruitment needed to scale specialized teams.

• Primary: Greenhouse talent acquisition platform → Accelerate partner-level hiring cycle

• Expansion: ServiceNow operations management suite → Streamline cross-office workflows and case management

• HQ: New York, NY and Philadelphia, PA

• Employees: ≈ 150

• Rev: ≈ $75 M

• Website: sterlingtonlaw.com

🤼 Competitive Intel

• ServiceNow — operations management
• Unique edge: Custom workflow automation for professional services
• Evaluated by COO & VP Ops for scalability

• Oracle NetSuite — PSA & ERP
• Unique edge: Unified finance and project management
• Evaluated by Finance & Ops leads for end-to-end visibility

• SAP — ERP / SCM
• Unique edge: Enterprise-grade integration and security
• Evaluated by CIO & Head of Ops for global support

• Workday — human capital management
• Unique edge: End-to-end HR and talent analytics
• Evaluated by CHRO & HR Directors for data-driven planning

• BambooHR — mid-market HR platform
• Unique edge: User-friendly interface and quick setup
• Evaluated by HR managers for ease of use

• Greenhouse — applicant tracking system
• Unique edge: Structured hiring workflows and scorecards
• Evaluated by Talent Acquisition leads for structured pipeline

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑≈ TBD❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Alexandra
COMPANY     = Sterlington PLLC
DEPT        = ≈ TBD
SIZE        = 15
BOTTLENECK  = fragmented advisor collaboration
EVENT       = Sterlington Private Wealth Team Continues Growth with Additional Practitioners from Morgan Lewis
DETAIL      = Sterlington Private Wealth Team Continues Growth with Additional Practitioners from Morgan Lewis
PAIN        = fragmented advisor collaboration slows down high-stakes wealth planning
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250903765587&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 150
REV_EST     = ≈ $75M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 15-person ≈ TBD

Alexandra—noticed your ≈ TBD team is ≈ 15.

That’s when fragmented advisor collaboration slows growth.

We helped ≈ TBD fix this with ≈ TBD.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Sterlington Private Wealth Team Continues Growth with Additional Practitioners from Morgan Lewis — fragmented advisor collaboration slows down high-stakes wealth planning.  
≈ TBD. ≈ TBD.  
Quick chat?