Government pay packages are difficult—which frequently results in these people leaving cash on the desk. From fairness negotiations to non-compete clauses, the precise monetary advisor may also help purchasers combat for what they’re price. On this episode, we dig into how advisors can create actual worth for his or her purchasers throughout profession transitions.
Emily Shacklett is a Managing Director at Fairport Wealth, a follow inside Hightower Advisors that manages $4.8 billion in AUM for two,000 households. Hear in as Emily shares how she guides executives via each facet of their compensation bundle, from wage and bonuses to inventory choices and office flexibility. We additionally discuss how she additionally gives worth by figuring out when these purchasers would profit from coordinating with an legal professional (and having an inventory of vetted companions prepared after they do), how she conducts instructional occasions focused at people who match her very best shopper profile, and her personal path to management in her follow.
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