Getting Started with

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This new webinar is coming soon, stay tuned for more information.

How to Attract Corporate Executives & Generate AUM

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This session is NOT intended for CURRENT 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 and Marketing Resources

Best Practices for Generating Business Using

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This 1 hour webinar shows current 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 Analytics & Functionality
  • 5 Ways to Generate More Business
  • Ideas for Marketing to Executives
  • Resources

Modeling E/C Diversification Strategies

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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.