Goals Based Wealth Management Video

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Project Main Details

Goals Based Wealth Management Video 
This would be a buy out, used for 'industrial' non-TV usage. It's going to be used primarily as a video to show internal to financial advisors.
We need either a female or male voice. Should NOT sound too young. Should sound energetic and knowledgable. We're looking to fit this into around 2minutes 30seconds if possible. 
2017-05-22 22:36:39 GMT
2017-05-29 18:00:00 (GMT -05:00) Eastern Time (US & Canada) 
Yes (click here to learn more about Voice123's SmartCast)
0 direct invitation(s) have been sent by the voice seeker resulting in 0 audition(s) and/or proposal(s) so far.
Voice123 SmartCast is seeking 50 auditions and/or proposals for this project (approx.) Invitations sent by SmartCast have resulted in 47 audition(s) and/or proposal(s) so far.

Project Parameters

The Voice Actor should be located in:
Fixed - USD 250
Training, business presentations, sales, and web sites
English - USA and Canada
Not defined
Middle Age Female OR Middle Age Male
• Audio files must be delivered via FTP/Dropbox/Google Drive/cloud
There are no special pre-, post-, or production requirements for this project.
Not defined
This is a non-union project

Script Details

Please read from this script:
Our clients’ lives move fast.
Jobs. Marriages. Business. Children. Vacation. Health.

All the while, the world is becoming more complex.

We feel obligated to address their goals in a flexible, sophisticated and comprehensive way. And it’s critical to do more than just keep up. We must evolve beyond financial planning. With a holistic approach that helps our clients manage this complexity and risk.

Therefore, we have created a solution that factors in those goals and provides a personalized and customized plan that is dynamic, yet clearly understood.

Simple and connected. Based on our clients' goals - not traditional indexes or basis points.

We are about to redefine how advice is delivered and how clients interact with their trusted advisors, using the latest technology and over 80 years of expertise.

Introducing Morgan Stanley’s Goals-Based Wealth Management solution.

Start with streamlined client discovery. Uncover their true goals.

Understand your clients’ entire financial picture, Assets and liabilities, here and away.

You’ll have the ability to implement various scenarios for your clients at the push of a button. While easily including a plan for investments, cash flow and liability management.

And since we know clients spending decisions have the biggest impact on their financial outcomes, we’ve added a robust budgeting tool that will allow you to advise on lifestyle choices.

So you can give them informed advice on the complete picture.
For Tax optimization, we have made advancements that make a strong case for clients to consolidate their assets at Morgan Stanley. In three distinct ways.

One. Asset allocation.
The correct initial placement of assets by account type results in a significant greater net income being derived from a portfolio.

Two. Intelligent withdrawal capability.
We will use technology to provide the right combination of securities and positions and optimize where to source fund from.

And three. Tax loss-harvesting.
Because decisions about which securities to sell are equally important to when you buy -- we will liquidate with an aim of minimizing tax impact.

Finally, because the world is so complex and constantly changing,
We’ve created Real time “always on” monitoring that adjusts according to your clients’ needs, life moments and responds to market conditions.

Our solution provides a real time view of your clients’ progress toward their goals so you can have timely discussions with them about savings, spending and investing decisions. So you can see how they’re doing vs. their goals with a modern solution.

The result?

It’s not just you that stays informed.
It’s a symbiotic relationship where you and your clients have a better understanding of where they stand and where they are going.

Enhancing your most important asset - your relationship.

We've made an enormous investment that will transform the industry.
To give the best advisors, the best platform to deliver the best advice.
This is the Morgan Stanley Goals-based wealth management solution.
The key to tomorrow’s goals, in your hands today. 
Please note that you should only use the script or your recording of it for auditioning purposes. The script is property, unless otherwise specified, of the voice seeker and it is protected by international copyright laws.

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