IMAGE: Crazy Nana / Unsplash In his article in Financial Planning, Craig Faulkner describes 5 reliable marketing strategies advisors should consider using to reach new clients next year. Here’s a short summary of these strategies that can help financial advisors to target clients that receive employer stock and option grants. Share your unique narrative of […]
This video provides an overview of StockOpter’s 10b5-1 Trading Plan capabilities. It explains the purpose of 10b5-1 plans and demonstrates this functionality for: Recording 10b5-1 Trading Plans Monitoring Trade Instructions and Stock Prices Alerting Financial Institutions to Place the Trades Check out these other StockOpter tutorial videos: StockOpter Walk-Thru Valuation and Risk Analysis Dashboards Equity […]
