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 […]
Tag: Equity Compensation Guidance
Insights on Providing Equity Compensation Guidance
The following slide set is from a CFP continuing education credit session presented at the 2022 Technology Tools for Today (T3) conference in Denton, Texas. By: Bill Dillhoefer, CEO Net Worth Strategies, Inc. T3 Conference 2022 Presentation CFP CE