Press Release: StockOpter Redesigned to Simplify Equity Compensation Planning

POSTED ON December 1, 2020 BY Bill Dillhoefer

Bend, OR, December 1, 2020 –, the industry leading application for equity compensation valuation and risk analysis has been completely redesigned and enhanced. This new version of StockOpter is now available making it easier than ever for advisors to analyze client company stock and option holdings and provide professional guidance. Initially released in 2008, […]


The Do’s and Don’ts for Engaging Executives with Equity Compensation

POSTED ON October 17, 2019 BY Bill Dillhoefer

Financial advisors contact me regularly to ask for ideas on how to grow their practices by acquiring corporate executive clients.  Having been in the equity compensation guidance space for 20 years I’ve seen what works and what doesn’t.  Here are some do’s and don’ts for pursuing this market: Do have a few questions and an elevator pitch memorized for […]


4 Questions to Ask Clients with Equity Compensation

POSTED ON October 16, 2019 BY Bill Dillhoefer

Employees with equity compensation represent a great opportunity for advisors to generate new and ongoing business.  This is because the market is largely under served and highly lucrative.  Of the approximately 8+ million employees who receive equity compensation awards, only a small percentage utilize professional assistance.  So when financial advisors cross paths with these prospects it’s important to […]


Maximizing Restricted Stock Awards

POSTED ON April 3, 2019 BY Bill Dillhoefer

Financial advisor and StockOpter user Megan Gorman in her Forbes article How A Restricted Stock Strategy Can Maximize Your Wealth has some great tips for restricted stock recipients. Megan explains “Restricted stock is simply shares issued to an employee that cannot be transferred to them until certain conditions have been met. These conditions can be […]


Trends in Private Company Stock Plans and How They Effect Advisors

POSTED ON March 7, 2019 BY Bill Dillhoefer

According to a recent post by Barbra Baksa of the National Association of Stock Plan Professionals, a soon to be released NASPP’s survey on equity compensation at private companies found the following five trends: #1: Stock options are the equity vehicle of choice, with 74% of respondents granting them. #2: Private companies are committed to […]


Infographic: 5 Things You Should Know About Your Employer Stock & Options

POSTED ON October 1, 2018 BY Bill Dillhoefer

This infographic can be used to promote professional equity compensation guidance to clients and prospects that receive company stock and options. These five concepts are included in the client deliverables.  They have proven to be very effective at engaging stock plan recipients and helping them to make timely, informed and profitable decisions. These concepts […]


Performance Awards: 3 Truths… and a Lie

POSTED ON September 11, 2018 BY Bill Dillhoefer

Recently, Fidelity Stock Plan Services and ClearBridge Compensation Group assessed the alignment between Performance Awards and a company’s performance. Accessing data and researching deep into company grant practices and Performance Award payouts, they specifically looked for factors which impacted the pay‑for‑performance relationship to help determine whether or not an ideal mix of equity vehicles exists. […]


7 Steps for Actively Marketing to Equity Compensation Recipients

POSTED ON May 3, 2018 BY Bill Dillhoefer

IMAGE: / Unsplash In today’s competitive financial market, it takes a lot of effort for financial advisors to master the skills required to best serve the needs of their current clients, while continuing to improve their business by expanding the client roster. Tapping into niche markets such as equity compensation is an excellent way […]


Four Financial Ideas on Your Work Anniversary

POSTED ON September 21, 2017 BY Bill Dillhoefer

By David C. Gratke, Principal at Gratke Wealth, LLC It’s another work anniversary and a good time to reflect on where you are in your career both professionally and financially. It couldn’t be a better time to also take stock of where your overall financial plan is currently, and whether or not you are on […]


5 Things Firms Need to Know About Implementing Executive Services Programs

POSTED ON January 3, 2017 BY Bill Dillhoefer

For over 19 years, Net Worth Strategies has been helping financial advisory firms of all sizes to develop programs to generate business by assisting corporate executives with their company stock and options. Here are the top 5 things we’ve learned regarding successful executive services programs…. Generating revenue via executive services is a function of volume […]