Wealth.com Advisory Board Sales Trigger

🚀 Battle Card: Wealth.com

• Barnaby Grist, Advisory Board Member · 🔗 LinkedIn

• Rapid growth demands seasoned oversight to guide estate planning innovation → Source

• Board-level visibility into product roadmap and compliance deadlines

• Scaling advisory platform architecture to support expanding user base

• Primary: Board management software → accelerate governance and decision cycles

• Expansion: Advisory workflow automation tools → streamline advisor onboarding and collaboration

• HQ: Phoenix, AZ

• Employees: ≈ 150

• Rev: ≈ $30 M

• Website: Wealth.com

🤼 Competitive Intel

• eMoney Advisor — Estate planning integration
• Unique edge: AI-powered financial plan modeling
• Evaluated by VP Product for forecasting accuracy

• MoneyGuidePro — Financial planning software
• Unique edge: UX-designed advisor-client engagement
• Evaluated by Director of Marketing for client portal features

• Advyzon — Investment & estate planning suite
• Unique edge: Real-time portfolio and estate analytics
• Evaluated by VP Ops for data integration

• Trust & Will — Digital estate planning
• Unique edge: Consumer-friendly DIY trust creation
• Evaluated by Head of Sales for market expansion

• AdviserLogic — Wealth planning platform
• Unique edge: Customizable workflow for advisors
• Evaluated by CTO for API extensibility

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑Board management software❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Barnaby
COMPANY     = Wealth.com
DEPT        = Advisory Board
SIZE        = ≈ 150
BOTTLENECK  = Board-level visibility into product roadmap and compliance deadlines
EVENT       = Strengthens Leadership With New Advisory Board Appointments
DETAIL      = new Advisory Board appointments
PAIN        = scaling advisory platform architecture to support expanding user base
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250902527943&div=41152219
SIM_CO      = eMoney Advisor
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ 200
EMP_EST     = ≈ 150
REV_EST     = ≈ $30M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 150-person Advisory Board

Barnaby—noticed your Advisory Board team is ≈ 150.

That’s when Board-level visibility into product roadmap and compliance deadlines slows growth.

We helped eMoney Advisor fix this with Board management software.

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

PS—next bottleneck hits ≈ 200.

DM ≤45 words, TONE:
Saw your post about new Advisory Board appointments — scaling advisory platform architecture to support expanding user base.  
Board management software. ≈ TBD.  
<<CTA_STYLE=="quick_call" ? "Quick chat?" : "Send case study?" >>