Day-One SDR Readiness Engine.
Built from the Enterprise Research Paper & SDR Playbook to internalize the macroeconomic thesis, the executive buyer matrix, and the competitive battlecards before stepping into the seat.
$84–124T
Great Wealth Transfer, 2024–2045
70–80%
of heirs move inherited deposits away
−41%
12-month member attrition with Legal Karma
82%
plan completion at Partner Colorado
4-buyer value matrix
Pain
Fears losing the deposit base to fintechs and national banks.
Talk track
A new high-margin non-interest income line that locks in multi-generational deposits before the wealth transfer causes run-off.
9 audio modules23 objection & interview drillsCompetitive matrix: Trust & Will · Wealth.com · Vanilla
Audio tracks
- 1The Macro Thesis & The Great Wealth TransferWhy depository institutions face an existential deposit threat5 chapters
- 2What Legal Karma SolvesWhite-label embedded estate planning and the proof points6 chapters
- 3The 4 Executive Buyer PersonasCEO, CFO, CIO, and Chief Retail / Wealth Officer7 chapters
- 4The SDR Objection Handling MatrixRoot concerns and verbatim rebuttals8 chapters
- 5Rapid-Fire Mock InterviewCommon SDR questions, pitch breakdowns, model answers15 chapters
- 6Competitive BattlecardsTrust & Will, Wealth.com and Vanilla, LegalZoom, and local attorneys6 chapters
- 7Cold Calls, Cadence & Messaging PillarsVerbatim scripts and the 14-day omnichannel sequence5 chapters
- 8The Discovery Question FrameworkFour categories to qualify the deal and arm the Account Executive5 chapters
- 9The Risk Shield & Your 30-Day RampCompliance answers for risk officers, and how a new SDR ramps5 chapters