Industry information and ideas to help financial advisors grow their practices by engaging individuals with equity compensation, managing their holdings and helping them to make prudent diversification decisions regarding their employee stock options and company shares.
Elevator Pitch for Engaging Corporate Executives: Financial advisors who are targeting corporate executives or are likely to encounter one in their practice need to be able to explain how they can provide value in a quick and succinct manner. Here are some ideas that will help you to be more effective at engaging executives.
Current Trends in Equity Compensation: Jennifer Namazi, Editorial Director at the NASPP shares the findings of Equilar’s 2013 Equity Trends Report. As expected, stock option grants are decreasing and restricted / performance share grants are increasing.
Top Equity Compensation Advisor Content: In case you haven’t already seen these articles, here are links to some of the most popular postings on the StockOpter University.
- The Secret to Profitable Stock Option Exercise Decisions
- Incentive Stock Option Planning Tips
- Video on determining an ESO Volatility Assumption
- Guidance for Building an Executive Services Program
Testimonials: We love to get feedback from financial advisors so don’t hesitate to let me know how we can help you attract and serve clients with equity compensation.
Email Bill Dillhoefer at firstname.lastname@example.org if you have any questions or ideas for future articles.