This is the executive summary for an excellent article from Kitces.com on marketing approaches. The author, Kristen Luke describes three primary types of firm marketing strategies: Transaction, Relationship and Expertise. For the equity compensation planning niche, a combination of the “Relationship” and “Expertise” approaches would be appropriate because this niche requires substantial planning expertise within […]
Month: July 2021
Stock Option Exercise Strategy: Article and Webinar
An article published on Forbes.com summarizes some of the insights from a webinar coordinated by myStockOptions.com on Stock Option Exercise Strategies. This webinar moderated by Bruce Brumberg featured a panel of three stock option planning professionals (including StockOpter’s Bill Dillhoefer). The presenters offered tips and case studies regarding helping clients to make informed and prudent […]