Marketing Approaches for the Equity Compensation Niche

POSTED ON July 19, 2021 BY Bill Dillhoefer

This is the executive summary for an excellent article from 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 […]


Stock Option Exercise Strategy: Article and Webinar

POSTED ON July 14, 2021 BY Bill Dillhoefer

An article published on summarizes some of the insights from a webinar coordinated by 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 […]