Stephens PWM Tax & Wealth Sales Trigger

🚀 Battle Card: Stephens Private Wealth Management

• Jason Thomas, Managing Director, Chief Tax and Wealth Planning Strategist · 🔗 LinkedIn

• This Stephens Private Wealth Management sales trigger highlights a push to deepen integrated wealth and tax planning services. → Source

• Complex income & transfer tax planning

• Collaboration gaps with personal tax/legal advisors

• Primary: Automated Tax Planning Platform → Reduce manual tax prep by 60%

• Expansion: Client Collaboration Portal → Improve advisor-client engagement

• HQ: Little Rock, AR

• Employees: ≈ 800

• Rev: ≈ $200 M

• Website: stephens.com

🤼 Competitive Intel

• Salesforce Financial Services Cloud — Financial CRM
• Unique edge: Unified client data & compliance workflows
• Evaluated by MD for integrated service delivery

• eMoney Advisor — Wealth Planning Platform
• Unique edge: Dynamic tax-scenario modeling
• Evaluated by Chief Tax Strategist for planning depth

• Orion Advisor Tech — Portfolio & UMA Management
• Unique edge: Seamless reporting & billing
• Evaluated by Ops for scalability

• Black Diamond (SS&C) — Portfolio Reporting
• Unique edge: Real-time dashboards & integrations
• Evaluated by IT for data security

• Advyzon — Advisor Portal & CRM
• Unique edge: All-in-one collaboration & reporting
• Evaluated by Wealth Planning team for client UX

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Automated Tax Planning Platform❑
PROOF_METRIC  = ❑60% reduction in manual tax prep❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Jason
COMPANY     = Stephens Private Wealth Management
DEPT        = Wealth Planning and Strategy
SIZE        = ≈ TBD
BOTTLENECK  = Complex income & transfer tax planning
EVENT       = appointment of Jason Thomas as Chief Tax and Wealth Planning Strategist
DETAIL      = appointment of Jason Thomas as Chief Tax and Wealth Planning Strategist
PAIN        = Collaboration gaps with personal tax/legal advisors
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250908139976&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = reduce manual tax prep by 60%
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 800
REV_EST     = ≈ $200M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Wealth Planning and Strategy

Jason—noticed your Wealth Planning and Strategy team is ≈ TBD.

That’s when Complex income & transfer tax planning slows growth.

We helped ≈ TBD fix this with Automated Tax Planning Platform.

Result: reduce manual tax prep by 60%.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about appointment of Jason Thomas as Chief Tax and Wealth Planning Strategist — Collaboration gaps with personal tax/legal advisors.  
Automated Tax Planning Platform. 60% reduction in manual tax prep.  
Quick chat?