Getting Started with StockOpter.com

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This 30 minute webinar is intended for CURRENT StockOpter.com users that are either new to using the system or are in need of a refresher on how StockOpter can help advisors to grow their business by providing equity compensation guidance. 

How to Attract Corporate Execs & Fees Using StockOpter

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This session is NOT intended for CURRENT StockOpter.com users. SO users should sign up for the ‘Getting Started’ webinar.

This 60 minute webinar shows financial advisors how to:

  1. Attract, engage and convert executives into loyal and profitable clients
  2. Provide clients with a proactive framework for making timely, informed and profitable decision regarding their company stock compensation
  3. Secure ongoing assets under management and planning fees via equity compensation guidance

The following topics are covered:

  • The Equity Compensation Opportunity
  • Tools for analyzing, tracking and modeling E/C diversification strategies
  • Equity Compensation Planning and Marketing Resources
  • StockOpter demo

Modeling Equity Comp. Tax Strategies

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This 30 minute webinar will demonstrate how StockOpter® Pro can be used to model employee stock option, restricted stock and company share diversification strategies and optimize them for tax/cash-flow efficiency. StockOpter Pro is an Excel application that will significantly reduce the time required to illustrate and compare the after-tax effects of various diversification strategies and develop actionable plans. It is ideal for addressing tax issues like bracket maximization and AMT.