Using StockOpter to Generate Referrals

Here are 5 common reasons why clients don't want to provide advisors with referrals and how StockOpter can help. They don't value your services: This can occur when you simply "tell" clients they should diversify their equity compensation portfolio instead of providing" them with a framework for making timely and profitable decisions. The StockOpter.com platform enables advisors to deliver valuable assistance via illustrative reports, what-if dashboards, educational videos and monitoring alerts. They don't understand what you do: Financial advisors generally...

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Value at Risk (VaR) and ESOs

Value at Risk (VaR) and Employee Stock Options A StockOpter White Paper This document discusses what Value at Risk (VaR) is and how it is calculated in StockOpter.com.  VaR Defined Value at Risk is a measure of how large a loss one might incur due to market movements over some time frame at some confidence level. The time frame is typically one business day, but StockOpter.com uses one month, as we felt that this would be more meaningful to our...

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StockOpter Participant News: April 2012

This periodic news brief contains ideas and information for individuals who have equity compensation grants (e.g. stock options, restricted stock, etc.) and are interested in making profitable exercise and sells decisions. 5 Things You Need to Know About Your Stock Options: This piece explains the things every option holder should know about their equity compensation grants. How to Find an Equity Compensation Advisor: The AdvisorFind service from myStockOptions.com will enable you to identify and contact an equity compensation expert who...

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StockOpter Advisor News: April 30, 2012

  This monthly news brief contains ideas and information that will enable you to use StockOpter more effectively to engage individuals with equity compensation and provide them with profitable advice. 5 Things Employees Need to Know About Their Stock Options: This handy flyer will help you market your equity compensation services. It explains the concepts that enable you to help them make timely and informed decisions regarding their equity compensation grants. We are looking for stock plan advisors who are...

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