Outline for Implementing Executive Services

POSTED ON December 22, 2011 BY Bill Dillhoefer

Overview: This list of tasks is designed to assist financial advisory firms to implement an Equity Compensation Assistance program using StockOpter.com. For additional information contact Bill Dillhoefer at bdillhoefer@networthstrategies.com or 541-383-3899. Tasks: 1. Establish detailed project plan (e.g. tasks, dates, responsibilities, costs) 2. Define the Executive Services Offering (questions that need to be answered): a. […]


8 Ways Financial Advisors Can Boost Client Referrals

POSTED ON December 7, 2011 BY stockopter

1. Think of it as an introduction — not a sales pitch.  Focus on building a relationship with the prospective client first. 2. Be conscious of timing.  If you’re doing your job and meeting your client’s needs, don’t hesitate to mention that you would like to expand your client base.  The uncertainty in today’s market makes this the […]