The Competitive Positioner: Build AI-Powered Vendor Battlecards That Win Deals

Bob sits down with AI strategist Alex Ramariz to teach advisors a practical, repeatable system for turning public signals, product specs, and your advisory strengths into a one-page Vendor-Specific Competitive Positioner (aka battlecard). This episode is all hands-on: we define the must-have sections that actually move deals, demonstrate a live UCaaS example, and share the exact prompts and checklist you can use the same afternoon. You’ll learn how to surface defensible comparisons without speculation, craft objection-ready messaging, and automate distribution so every rep and SDR speaks from the same playbook. The result: fewer price fights, faster decisions, and a clear advantage against vendors who go direct — no marketing budget or developer required. Actionable, tactical, and built for advisors who need tangible outcomes this week.