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 […]
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 […]
Bend, OR, November 29, 2021 – StockOpter.com, the wealth management industry’s leading application for providing clients with sophisticated equity compensation guidance now includes multi-year tax and cash flow modeling functionality. In addition to StockOpter.com’s equity compensation valuation and risk analytics, advisors can now model diversification strategies over a 10-year horizon that provide detailed tax, cash flow […]
For over 20 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 […]
Bend, OR, December 1, 2020 – StockOpter.com, 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, StockOpter.com […]
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 […]
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 […]
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 […]
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 […]
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 StockOpter.com 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 […]
