Marketing Support for professional connections
Keeping abreast of changing opportunities is key to building a prosperous financial advice business. Rosan Helmsley offers powerful marketing support to keep your clients informed.
Keep abreast of changing opportunities is key to building a prosperous wealth management business. Rosan Helmsley offers powerful marketing support to keep your clients informed.
We can provide our professional connections with a programme to educate and motivate new and existing clients towards better financial planning.
Our support ranges from high impact client presentations on topical issues to regular targeted mail shots drawing attention to new financial opportunities and developments.
For instance, we can provide presentations on the following topics:
- Retirement Planning
- Inheritance Tax Planning
- Employee Benefits
- School Fees & University Planning
- Investment Planning
- Onshore & Offshore Investments & Long Term Care
Please contact us if you would like to discuss working with Rosan Helmsley to provide your clients with marketing and educational information on Wealth Management and Financial Planning.