Trigger Alert: True North Advisors Adds 4 Shareholders
True North Advisors just elevated four advisors to shareholders. Pitch equity management and succession planning to lock in commission and fuel your pipeline.
Published on
Do not index
Do not index
🚀 Battle Card: True North Advisors
Quick trigger:
👤 Decision Maker in the News
- Braden Cole, Senior Director of Wealth Management
- Kellie Crewse, Senior Wealth Manager
- Zak Kuhlman, Senior Director of Wealth Management
- Chris Conlan, Director of New Client Relationships
💡 Why It Matters
- This True North Advisors sales trigger of elevating four advisors to shareholders underscores the firm’s focus on leadership retention and incentive alignment. → Source
🎯 Core Pain Point
- Retaining top advisor talent in a competitive RIA market
- Building a clear succession plan to sustain rapid growth
💰 What to Pitch
- Primary: Equity Management Platform → Streamline cap-table tracking and cement ownership alignment after this True North Advisors sales trigger
- Expansion: Succession Planning Software → Develop a robust leadership pipeline and mitigate turnover risk
🗺️ Quick Context
- HQ: Dallas, TX
- Employees: ≈ 80
- Rev: ≈ $52 M
- Website: truenorthadvisors.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win True North Advisors’s business.
- Carta — Cap Table & Equity Management
- Unique edge: Investor-friendly dashboards and financing tools
- Evaluated by CFO & Head of Finance for transparency
- Shareworks by Morgan Stanley — Equity & Compliance
- Unique edge: Global tax and regulatory support
- Evaluated by Legal & Compliance for governance
- Certent — Equity & Reporting
- Unique edge: Advanced reporting and audit trails
- Evaluated by Finance for SOX readiness
- EquityEffect — Scalable Cap-Table Solutions
- Unique edge: Enterprise scalability for growing shareholder bases
- Evaluated by HR & Operations for integration
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn
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
Catch every pipeline-driving insight like this True North Advisors sales trigger—no fluff, all action.
Subscribe to NewsletterForLeads
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑≈ TBD❑
OFFER_BRIEF = ❑Equity Management Platform❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Braden
COMPANY = True North Advisors
DEPT = Wealth Management
SIZE = ≈ TBD
BOTTLENECK = Retaining top advisor talent
EVENT = Expands Shareholder Group
DETAIL = adding four advisors to shareholders
PAIN = Retaining top advisor talent in a competitive RIA market
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250820000698&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 80
REV_EST = ≈ $52M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Wealth Management
Braden—noticed your Wealth Management team is ≈ TBD.
That’s when Retaining top advisor talent slows growth.
We helped ≈ TBD fix this with Equity Management Platform.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about adding four advisors to shareholders — Retaining top advisor talent in a competitive RIA market.
Equity Management Platform. ≈ TBD.
Quick chat?