We add value to your organization by providing expert knowledge for you and your clients in the areas of:
• Retirement planning
• Estate planning
• Succession planning
• Trust planning
• Tax planning
• Business planning
• Gift planning
• Investor / Shareholder Communications / Press Releases
• Corporate Actions and entitlements consulting
• Software development consulting
A sample of some of the typical engagements that we undertake includes:
Developing and Delivering Training and Presentations
A sales force proficient in current wealth management and financial planning products and concepts is in a powerful position to earn client trust. Enabled in this way, they will be able to provide timely and accurate expert advice related to those solutions to clients.
Creating and Managing Wealth Management
and Financial Planning Content
The investment, wealth management and financial planning environment continues to evolve. Increasingly sophisticated products are being introduced. Legislative, regulatory and taxation environments continue to change. To better address these challenges, a steady flow of new client-facing articles, newsletters, client briefs, website copy, shareholder communications and publications are desirable. We also write scripts for client facing sales professionals and internal sales teams. Additionally, to maintain the value of your previously released content requires periodic review and update. This will ensure that messages and content continue to be relevant and reflective of economic trends and market events, while highlighting the value added services your business provides.
Process Design and Review
The effective delivery of wealth management and financial planning expertise is an opportunity to re-engineer. Success requires a balanced blend of individual and firm capabilities, technological resources, product availability and support, and wealth management “know how”. Maximizing the benefit of some or all of these inputs through thoughtful coordination and integration leads to more satisfied clients and higher revenue and profitability.
Building Automated Solutions
Advanced automated solutions and tools provide a quick and easy way for your sales forces to deliver on the promise of wealth management. Artificial intelligence and calculations can be embedded into automated tools to quantify tax savings strategies, recognize appropriate client situations to promote firm recognized initiatives and solutions, and mitigate overall risk. Giving sales teams an immediate ability to place tangible and meaningful analysis in the hands of their clients, will help support steps to integrate suitable wealth-building solutions.
New / Emerging Issues Opportunity Analysis and Development
As legislative changes occur, regulations evolve and tax rules are affected, providing opportunity for new product development and enhancements to current capabilities. The wealth management and financial planning environment must respond to meet the increasingly complex needs of clients and sales forces, under these conditions. Timely analysis and guidance can help your organization quickly adapt and deliver a differentiated wealth management offering that will continue to retain existing valued clients and attract new business.
Speaking Engagements
Having the right speaker at your conference or event that can highlight the wealth management and financial planning issues that are relevant to your organization adds to the success of the event. The team at PAISLEY PARACHUTES INC. delivers a robust and customized wealth management message for diverse audiences of any size.
Your engagement with PAISLEY PARACHUTES INC. includes not only the highest quality execution and delivery of your required deliverables, but also includes the continued support related to the work delivered under your specific engagement.