A Review of StockOpter.com by John L. Olsen, CLU, ChFC, AEP. For the last several years, having one’s money “in the market” has been like swimming against a rip tide. No matter what you do, you seem to get farther and farther away from safety and closer and closer to getting sucked under. Conventional wisdom tells us to “hang in there” because sooner or later the tide will change and we’ll be fine. For most of us, that’s small comfort....
MoreOutline for Implementing Executive Services
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. Who is the target market: clients, prospects, companies etc.? b. What are the deliverables: i. Personal Equity Compensation Profile Report? ii. Quarterly report updates and...
More8 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 perfect time to ask clients if there’s anyone else you can help. 3. Set a target. It's important to set a monthly referral target to motivate yourself...
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