Category: Concept Videos

This video for financial advisors provides an overview of StockOpter’s equity compensation strategy modeling and tax planning capabilities. This tutorial covers activation and access, the modeling process and navigation and “help” resources. The StockOpter strategy modeling functionality enables users to: Create detailed diversification strategies Develop multi-year, goal based and tax efficient plans Generate output to […]

Two Dashboard Tutorials Video #1 provides a brief overview of the StockOpter valuation and risk analysis Dashboards. It includes information on access, navigation, structure and features. *Click the full screen icon in the lower right corner of each player for a larger view.   Video #2 dives into each individual Dashboard to help users to […]

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 […]

This 8-minute video for financial advisors provides a walk thru of the StockOpter.com 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 […]

StockOpter.com version 10 was released on November 9, 2020. This video provides an overview and first look at a completely new version of StockOpter.com. 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 […]

  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 […]

  This video describes the equity compensation “Portfolio” dashboard in StockOpter.com. 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.

  A short video that explains how StockOpter.com for Recipients can be used to help stock plan participants analyze their company stock and option holdings to make timely, informed and profitable diversification decisions.

    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 […]

  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 […]