| Did you
know that.... |
61% of employees with
stock options have no strategy for exercising their
options and only take action when either they need the
money or when their options are about to expire. This is
according to a study done for Fidelity
Investments.
This statistic represents a big
opportunity for advisers who can help option holders
make timely and prudent decisions. To do this advisers
must be able to illustrate the value and risk in a
client's option portfolio and help them establish
criteria for taking action.
Stock price is one
of these criteria, but by itself it is not the main
factor for determining when to take action. Industry
experts believe that "leverage" quantified by the time
value component of the Black Scholes model is the most
effective way to illustrate the downside risk and upside
potential of a specific grant.
Net Worth
Strategies has a variety of resources to help advisers
engage, educate and serve clients with employee stock
options (ESOs):
- FREE webinars describing the "ESO
Opportunity"
- FREE "White
Papers" explaining key ESO concepts
- Software
for illustrating and monitoring the leverage in an
option portfolio
- Programs to enable you to engage companies that
grant ESOs
- Education
on all aspects of High Value Stock Option Planning
We have also recently updated our list of
winning companies. The "Winners" workbook is FREE to
current StockOpter® Insight users and lists over
1,500 companies by state. Call 541-383-3899 to get your
copy.
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