True North Advisors Sales Trigger
Jeff Welday steps in as CDO at True North Advisors. Signals a major RIA distribution push. Pitch your platform now. Boost deal flow. Crush your commission targets.
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🚀 Battle Card: True North Advisors
Quick trigger:
👤 Decision Maker in the News
- Jeff Welday, Chief Development Officer, Alternative Investments · 🔗 LinkedIn
💡 Why It Matters
- Signals a push for broader RIA distribution in alternative investments—this is a True North Advisors sales trigger to act now. → Source
🎯 Core Pain Point
- Scaling distribution in private wealth networks
- Differentiating alt investments access for RIAs
💰 What to Pitch
- Primary: RIA Distribution Platform Consultation → Accelerate channel expansion and deal flow (leveraging this True North Advisors sales trigger)
- Expansion: Turnkey Alternative Investment Integration → Improve client retention with institutional assets
🗺️ Quick Context
- HQ: Dallas, TX
- Employees: ≈ 200
- Rev: ≈ $50M
- Website: https://www.truenorthadvisors.com/
🤼 Competitive Intel
Which other vendors you’ll probably face to win True North Advisors’s business.
- Salesforce — CRM / Sales Automation
- Unique edge: Industry-tailored financial services cloud
- Evaluated by CDO & VP Sales for integration breadth
- HubSpot — CRM / Marketing Automation
- Unique edge: Integrated inbound marketing and sales suite
- Evaluated by Head of Marketing for content-driven lead gen
- DealCloud — Deal Management / CRM
- Unique edge: Purpose-built for PE & alternative assets workflows
- Evaluated by Chief Investment Officer for pipeline transparency
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above), referencing this True North Advisors sales trigger
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
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🧠 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 = Jeff
COMPANY = True North Advisors
DEPT = Alternative Investments
SIZE = ≈6
BOTTLENECK = Scaling distribution in private wealth networks
EVENT = Appoints Jeff Welday as Chief Development Officer, Alternative Strategies
DETAIL = your appointment to lead the WAS platform
PAIN = Differentiating alt investments access for RIAs
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250827346864&div=41152219
SIM_CO = Clear Rock Advisors
WIN_METRIC = ≈30% faster channel expansion
NEXT_SIZE = ≈15
EMP_EST = ≈200
REV_EST = ≈$50M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: <<SIZE>>-person <<DEPT>>
<<NAME>>—noticed your <<DEPT>> team is ≈ <<SIZE>>.
That’s when <<BOTTLENECK>> slows growth.
We helped <<SIM_CO>> fix this with <<OFFER_BRIEF>>.
Result: <<WIN_METRIC>>.
<<CTA_STYLE=="quick_call" ? "Quick call?" : "Want the 2-min recap?">>
PS—next bottleneck hits ≈ <<NEXT_SIZE>>.
DM ≤45 words, TONE:
Saw your post about <<DETAIL>> — <<PAIN>>.
<<OFFER_BRIEF>>. <<PROOF_METRIC>>.
<<CTA_STYLE=="quick_call" ? "Quick chat?" : "Send case study?" >>