Setting Better Employee Stock Option Price Targets

If you’re a financial advisor with clients or prospects that receive stock options from their employers, it can be like falling into a well and finding a bag of money at the bottom.  These individuals represent a fantastic long-term business opportunity; but there’s a catch, you need to be able to help them determine “why” and “when” they should exercise, sell and diversify. Here's 3 quick lessons on what advisors need to explain to their clients to make timely and...

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