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#FASuccess Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth, With Jennifer des Groseilliers

Nerd's Eye View

Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

According to the Consumer Federation of America , When they are marketing their services to the investing public and enticing clients into handing over their hard-earned savings, these sales-based financial professionals present themselves as “trusted advisors” whose only concern is their clients’ best interest.

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Restricted Stock Awards: Guide to Your Grant

Darrow Wealth Management

The company’s equity compensation plan document will contain other important rules which often apply to all employees. The remaining shares is deposited to your stock plan account. Schedule a call with a wealth advisor to discuss your situation. Same-day sale.

Taxes 85
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Restricted Stock Awards: Guide to Your Grant

Darrow Wealth Management

The company’s equity compensation plan document will contain other important rules which often apply to all employees. The remaining shares is deposited to your stock plan account. Schedule a call with a wealth advisor to discuss your situation. Same-day sale.

Taxes 62