Engaging Gen X & Y Clients: 5 Steps Applied to Stock Compensation Guidance

IMAGE: Rawpixel / Unsplash In an article from Financial Advisor Magazine, financial services marketing strategist Gail Graham points out that Gen X and Y are very different consumers than Baby Boomers. She says they are more inclined to comparison shop for value propositions, prices, products and the types of client experience they want. Consequently, these potential clients will be highly influenced by the massive advertising campaigns from the large "direct-to-consumer" financial services companies. Independent advisors will have a hard time competing with large "robo"...

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8 Terms To Understand Regarding Your Stock Compensation

IMAGE: Nonwarit / 123RF Stock Photo If you have recently started receiving stock compensation from your employer or are considering going to work for a new firm that offers equity as part of their compensation package, here are eight terms that you may need to understand. 1) Stock Options: If you receive employee stock options, your employer is offering you the right to purchase shares of the company stock at a predetermined price and for a specified period of time. ...

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Mistakes to Avoid When Selling to Companies

Over the years of working with financial advisors who attempt to market their client services to companies, we have seen four common mistakes that are costing them business and referrals.  If you want to get your foot in the door at companies to secure business with their employees, avoid the following mistakes when you meet with the HR department. Mistake # 1: Trying to sell yourself and your unique expertise Most financial advisors feel compelled to tell a prospect company a great deal about themselves and their...

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