How
do I use stock option planning to build my business?
When
you have the right tools and training to address employee stock
option planning with confidence, you may discover that you have
a wealth of new business in your current clientele.
"My
clients are high-net-worth corporate executives. I use StockOpter®
to create a stock option plan supplement to the comprehensive
financial plan we prepare for all our clients. By helping them
understand their most complex asset (employee stock options),
I set myself apart from the overwhelming majority of advisors.
By planning their exercises, I create a source of recurring transactions
and assets to invest. It is a win-win situation for both the client
and me."
John
Barringer
Vice President and Financial Advisor with a major brokerage firm
Columnist at MyStockOptions.com
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How
do I attract new clients who have employee stock options?
In
many communities there are companies that either offer employee
stock options, or would like to add stock options to their compensation
package. In either event, the HR department is your conduit.
"I
contact human resources departments in my area (Seattle) and then
offer to come in and teach company employees about their stock
options. I always use StockOpter® as my tool to discuss, educate
and illustrate different planning scenarios and complicated tax
situations. The approach has enabled me to attract new clients
and grow my business."
Jerry
Low, CFP
DA Davidson
Seattle, WA
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What
can StockOpter® do for me that my own “homemade” spreadsheets cannot?
In
a nutshell, you get depth, flexibility, and assurance that the answers
are right. By their nature, employee stock options are complex -
different option types, vesting schedules, grants and taxation rules.
Homemade spreadsheets are time-consuming to build and modify and
may not even generate the most optimum strategies when complete.
Is this the best use of your time?
In
contrast, StockOpter® will help you accurately develop and model
real-time exercise and sell strategies; optimize client asset allocation,
after-tax cash flows and net worth goals; generate on-the-spot charts
and reports that easily demonstrate end results.
The
result is peace of mind for you and the client, and the opportunity
to foster greater confidence by impressing clients with your planning
expertise rather than your technical abilities.
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