Assisting High Net Worth Clients Efficiently

POSTED ON February 18, 2016 BY Bill Dillhoefer

In his article entitled “Delivering Prestige Efficiently” Kirk Loury, President of Wealth Planning Consulting Inc. describes the three core services a firm must be able to deliver if they want to efficiently serve HNW clients: Planning Quality, Investment Returns, and Responsive Communication. “Fail to perform any of these services, and you risk the loss of a client, regardless […]


StockOpter Helps Explain Equity Compensation

POSTED ON February 16, 2016 BY Bill Dillhoefer

In a review in the Investment News Tech Directory, equity compensation expert John Barringer states….. The most difficult idea to get employees of public companies who receive equity compensation to understand is the concept of time value.  StockOpter’s “Insight Ratio” simplifies this and turns it into a disciplined decision-making criteria. Two essential functions make the ideal tool […]

9 Things Photo by alicephoto /

9 Things to Consider Regarding Your Equity Compensation

POSTED ON February 13, 2016 BY Bill Dillhoefer

IMAGE Alicephoto / By Bill Dillhoefer In real estate, it’s “location, location, location.” In equity compensation, the word is “diversify, diversify, diversify.” The number one reason people don’t diversify is that they believe their company’s stock will continue to rise. This assumption is shaky to say the least. Volatility is a certainty. What if […]

Divorce Photo by Kelly Sikkema on Unsplash

Dividing Stock Compensation in Divorce

POSTED ON February 12, 2016 BY Bill Dillhoefer

IMAGE: Kelly Sikkema / Unsplash By Jennifer Namazi, Editorial Director, NASPP Divorce is almost never pretty, and sometimes the more there is at stake, the more complicated the process becomes. In today’s blog I’ll explore how a couple of states are taking a more definitive stance on how stock compensation is handled in divorce proceedings. […]


Advisor Technology Recommendations

POSTED ON February 5, 2016 BY Bill Dillhoefer

January 2016: Experts, gurus, and planners share their favorite software, apps and tech tips. Technology moves fast. It can be hard to keep up. Planners are looking for advice on the best software and apps to make their practices more efficient and to enhance the client experience. To fill this need, we reached out to […]


How to Negotiate Your Employee Stock Option Package

POSTED ON February 3, 2016 BY Bill Dillhoefer

by Tom Taulli For tech employees, this highlights the importance of stock option packages, which are often the biggest part of a person’s compensation. Yet the fact is that many people really do not spend much time with negotiation — and yes, this could mean missing out on even more gains. Then again, this situation […]


Sample Equity Compensation Risk Analysis Reports

POSTED ON February 2, 2016 BY Bill Dillhoefer

StockOpter’s risk analysis reports provide stock plan recipients with the information they need to know to make timely and informed decisions regarding their equity compensation grants. These “template based” documents are highly customizable and contain information that is NOT provided via stock plan administration platforms. StockOpter client deliverables includes concepts such as: time value, leverage, […]