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. […]
Month: December 2011
8 Ways Financial Advisors Can Boost Client Referrals
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 […]