5 Ideas for Attracting Executive Clients

POSTED ON March 26, 2016 BY Bill Dillhoefer

We are continually asked by financial advisors for advice on ways to obtain new equity compensation clients. Unfortunately, there are no silver bullets, but there are several things advisors can do to facilitate the process. Here are five: #5: List yourself on the Advisor Find directory AND use the listing to promote your practice. Don’t […]


Companies Trending Away from Time Based Awards

POSTED ON March 25, 2016 BY Bill Dillhoefer

In a recent Equilar blog titled “Companies Just Say No to “Pay for Pulse,” the author cites a recent study of Equilar 100 companies that found 70% of the executive pay mix is now performance based.  In another report (Equilar’s 2015 Equity Trends Report), “nearly 70% of S&P 1500 companies used performance awards in 2014, […]


10 Companies with Generous Stock and Option Programs

POSTED ON March 15, 2016 BY Bill Dillhoefer

By Michal Addady from Fortune Company stock and option programs (Equity Compensation) can serve as additional ways to pay workers beyond wages or salaries. These programs supplement base pay to provide competitive compensation, can act as a recognition tool to award employees for good work, and they help ensure that employees’ interests are aligned with […]


Professors Recognized for Research on Perceived Value of Employee Stock Options

POSTED ON March 9, 2016 BY Bill Dillhoefer

AICPA, CIMA Recognize 3 Professors for Management Accounting Research on Valuing Employee Stock Options Greatest Potential Impact on Management Accounting Award given at AAA Management Accounting Section’s mid-year Meeting. Dallas (Jan. 11, 2016) — The  American Institute of CPAs (AICPA) and the  Chartered Institute of Management Accountants  (CIMA) have recognized three professors for research into the impact of […]

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Equity Compensation Advisor Info: March 2016

POSTED ON March 8, 2016 BY Bill Dillhoefer

IMAGE: rawpixel / Unsplash As you are well aware, the stock market has been crazy so far this year.  During times like this, some advisors prefer not to engage clients with equity compensation for fear it will only discourage them.  On the contrary, when stock prices are down it’s helpful to reassure stock plan participants of the […]


StockOpter Report Presentation Guide

POSTED ON March 3, 2016 BY stockopter

This document provides guidance on reviewing the standard Personal Equity Compensation Profile (PECP) report created by StockOpter.com® using the template provided in the system (see Appendix A for the sample reported used in this guide). The standard PECP report contains all the major tables and chart produced by StockOpter.com. It serves as a framework for […]