How to Advise Clients on Equity Compensation Before They Exercise

POSTED ON August 18, 2022 BY Bill Dillhoefer

By James Miller from Wealth Solutions Report StockOpter Software CEO Explains the Need for Advice on Options and Restricted Shares, How to Structure the Advice and How to Use That Skill to Prospect for Clients. Years ago, I bought a car based on a spreadsheet a friend created and used for his own car purchase. […]