Providing Equity Compensation Guidance

POSTED ON October 4, 2022 BY Bill Dillhoefer

Fee compression has become a major challenge for the wealth management industry. This video explains why financial advisors now need to provide clients with specialized and sophisticated advice instead of just portfolio management. One such discipline is assisting clients that receive stock-based compensation from their employers. Here’s how financial advisors can beat fee compression and […]

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StockOpter Walk Thru Video

POSTED ON May 31, 2022 BY Bill Dillhoefer

This 8-minute video for financial advisors provides a walk thru of the platform for helping clients get the most out of their company stock and option positions. StockOpter enables advisors to: Attract and engage stock plan recipients Efficiently manage client equity compensation holdings Generate and justify AUM or planning fees Help clients make timely […]


Preview Video: v10

POSTED ON October 27, 2020 BY Bill Dillhoefer version 10 was released on November 9, 2020. This video provides an overview and first look at a completely new version of First released in 2008, StockOpter enables financial advisors to attract high net worth corporate employees and generate fees by providing equity compensation guidance. Unlike general financial planning applications designed specifically for […]

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Video: 5 Things You Need to Know About Your Employer Stock and Options

POSTED ON April 15, 2020 BY Bill Dillhoefer

  This video for engaging stock plan participants illustrates StockOpter’s unique analytics. It’s a video version of the “5 Things You Should Know About Your Employer Stock and Options” flyer. It can be used to promote a firm’s equity compensation guidance capabilities. Net Worth Strategies collaborated with FA Client Machine to create this video as […]


StockOpter Portfolio Dashboard

POSTED ON June 15, 2017 BY Bill Dillhoefer

  This video describes the equity compensation “Portfolio” dashboard in The “Portfolio” analysis summarizes company stock and option holdings and lets StockOpter advisors and their clients run “what-ifs” on the Pre-Tax and After-Tax values. It is an effective way to compare and contrast asset group values and discuss concentration issues.


What Financial Advisors Should Know About Equity Compensation

POSTED ON January 20, 2014 BY Bill Dillhoefer

    With an estimated 10 million recipients of employee stock options, restricted shares and performance grants, these high net worth prospects are a great opportunity for financial advisors to drive revenue by providing diversification assistance. This webinar hosted by Mike Sakraida from the Financial Advisor Network (FAN) and featuring Bill Dillhoefer from Net Worth Strategies […]


Determining an Employee Stock Option Volatility Assumption

POSTED ON March 11, 2013 BY Bill Dillhoefer

  NOTE: Yahoo Finance made major changes to its website in June 2016.  Consequently, the location of the SEC Filings described in the video has been moved.  The SEC Filings can now be found under the Profile Tab on the Right Side of the page (scroll down if necessary).  They are labeled Recent Events and you may […]


ESO Forfeit Value Concepts

POSTED ON August 15, 2011 BY Bill Dillhoefer

    A video describing what equity compensation recipients are really leaving on the table when they leave their company to work for another.  It is more than just the in-the-money value of the unvested stock and options.


Insight and VaR Ratio Concepts

POSTED ON August 15, 2011 BY stockopter

    A video describing the Key Ratio Dashboard and concept on  The “Insight” and the “VaR” ratios illustrate the risk v. reward and are good factors for determining when to exercise.