Equity Compensation Advisor News: December 2017

Here's the latest news, tips and information for financial advisors that help clients with the diversification of their company stock and options. Are You Using Social Media Effectively to Prospect Online: In the past, advisors relied heavily on cold calls, door-knocking and referrals to meet new clients. While these are all still valuable prospecting tools, today’s advisors have the ability to reach out and connect with thousands of potential clients at the touch of a button using social media. By implementing...

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5 Things Firms Need to Know About Implementing Executive Services Programs

For over 19 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 and time. Systematically assisting executives to manage and diversify their equity compensation holdings over multiple years is the key to a highly successful program. Providing...

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