Survey Says Stock Plan Participants Need Advisor Assistance

POSTED ON November 29, 2019 BY Bill Dillhoefer

According to new research from Schwab Stock Plan Services, the average vested value of U.S. workers’ equity compensation is $97,711 and the average total value of their equity compensation is $149,835. The study, which examines the attitudes and behaviors of 1,000 equity compensation plan participants who currently receive employee stock options or restricted stock awards […]


Mistakes to Avoid When Selling to Companies

POSTED ON November 7, 2019 BY Bill Dillhoefer

Over the years of working with financial advisors who attempt to market their client services to companies, we have seen four common mistakes that are costing them business and referrals.  If you want to get your foot in the door at companies to secure business with their employees, avoid the following mistakes when you meet with the HR […]