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StockOpter
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StockOpter.com provides stock plan participant education, communication and decision support services to Financial Advisors, Issuing Companies and Recipients.
StockOpter.com provides stock plan participant education, communication and decision support services to Financial Advisors, Issuing Companies and Recipients.

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Advisors, if you are looking for ways to generate revenue by attracting corporate executives and helping them to diversify their company stock and options, here are five things you can do to drive business:

https://www.stockopter.com/ways-of-generating-more-business-from-corporate-executives/
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A recent survey from Schwab Stock Plan Services found that over half of the participant’s surveyed stated fear of making a mistake with equity compensation was as a major concern, and only twenty-four percent had exercised their options or sold shares. If this sounds familiar, here are nine things we think you need to know:

https://www.stockopter.com/9things-to-consider-regarding-equity-compensation/
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Building client trust is an important part of client’s experience with you and your firm. In this article for ThinkAdvisor, Angie Herbers discusses the Four Steps it takes to Build Client Trust.”

https://www.thinkadvisor.com/2018/03/15/the-four-steps-it-takes-to-build-client-trust/
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When searching for a financial advisor to help manage your wealth, it is important to make sure the relationship is the right fit, that the advisor is committed to putting your needs first, and that they truly understand and listen to your financial goals. Here are some great questions to ask any potential advisor:

https://www.investopedia.com/advisor-network/articles/how-do-i-choose-financial-advisor/
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While the majority of workers view their equity compensation as a critical tool for building long-term wealth, a recent survey from Schwab Stock Plan Services found that, out of the one-thousand equity compensation recipients surveyed, a mere twenty-four percent had exercised options or sold shares. Here’s how advisors can help:
https://www.stockopter.com/equity-compensation-recipients-avoid-mistakes/
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At StockOpter, we realize an advisor’s time is valuable. That’s why we developed a tool that allows Advisors to produce an analysis containing actionable recommendations in less than 10 minutes. Try StockOpter.com for Advisors today, and see for yourself.
http://www.stockopter.com/stockopter-products/stockopter-com-for-advisors/
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“Two essential functions make StockOpter.com the ideal tool for advising corporate executives: 1) the “Monitoring” feature adds needed structure to what would otherwise be a risky market timing approach to diversifying concentrated company stock positions and 2) the opportunity for an executive to see his or her potential “Forfeit Value” to help them properly value their comp package which comes in handy if they are considering a career change or recruiting offer.” - JOHN BARRINGER, EXECUTIVE WEALTH PLANNING PARTNERS, LLC
Welcome to StockOpter
Welcome to StockOpter
stockopter.com
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Hosted by Mike Sakraida, from the Financial Advisor Network (FAN), and featuring Bill Dillhoefer from Net Worth Strategies, this webinar was designed to provide advisors with what they need to know to engage and assist individuals who receive equity compensation.
http://www.stockopter.com/webinar-advisors-need-know-equity-compensation-generate-business/
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While the financial education issues millennials are facing aren’t that different of those their parents faced, what distinguishes them from their older counterparts is what they do with that education and how they interact with financial professionals. As a financial advisor, here’s what you need to know about interacting with this up-and-coming demographic:

https://www.thinkadvisor.com/2017/02/15/millennials-want-to-make-wise-but-different-money/?t=the-client&slreturn=20180220130820
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Aaron Hattenbach, an advisor for tech employees who receive stock options, has created a five-step plan to help equity compensation recipients avoid some of the most common pitfalls.
Read his advice @ Business Insider: http://www.businessinsider.com/employee-stock-options-advice-investment-adviser-2017-8
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