How to Attract Corporate Executives & Generate AUM

Schedule: Thursday August 24th at 2pm EDT

This session is NOT intended for CURRENT StockOpter.com users. SO users should sign up for the 'Best Practices' webinar below.

This 45 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 diversifying their company stock & options
  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
  • Sample Case Study
  • Equity Compensation Planning Resources

Best Practices for Generating Business Using StockOpter.com

Schedule: Wednesday August 16th at 2pm EDT, Wednesday August 30th at 2pm EDT

This 1 hour webinar shows current StockOpter.com users how get the most out of the system. StockOpter users report that on average they generate $200,000 in AUM per client per year 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
  • 5 Ways to Generate More Business
  • Ideas for Marketing to Executives
  • Resources

Modeling E/C Diversification Strategies

Schedule: Tuesday August 29th at 2pm EDT

This 1 hour 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.