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.  The session will either help users with a current StockOpter case or show them the functionality StockOpter using a sample client.    


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 'Best Practices' webinar or 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

Best Practices for Generating Business Using StockOpter.com

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This 30 minute webinar shows current StockOpter.com users how get the most out of the system. StockOpter users report that on average they generate $500,000 in AUM per client and can charge between $500 and $1,500 annually for equity compensation guidance.

The agenda will include:

  • The Equity Compensation Opportunity and Trends
  • StockOpter Products Overview
  • New StockOpter.com Analytics & Functionality
  • Ways to Generate More Business
  • Ideas & Resources for Marketing to Executives

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.