How Not to Scare Potential ESOP Clients Away

Tuesday, April 30, 2024

4:00 PM - 5:00 PM ET

Location: 107 - 108

Earn 1 CE Hour

CE Type: CPE, SHRM

This seminar aims to dispel misconceptions and alleviate concerns surrounding Employee Stock Ownership Plans (ESOPs), which can often deter potential clients due to perceived complexity and cost. By offering practical insights and guidance, attendees will learn how to present ESOPs in a clear, approachable manner, ultimately fostering trust and understanding among prospective clients.

Learning Objectives:

Simplify the ESOP concept to communicate it effectively to potential clients.
Address common misconceptions surrounding ESOPs and provide accurate information to alleviate concerns.
Highlight the benefits of ESOPs and offer strategies to mitigate potential client concerns about complexity and costs.

Daniel Goldstein
Executive Fellow
Rutgers Institute for the Study of Employee Ownership and Profit Sharing
Norfolk, VA
Corey Rosen, n/a (he/him/his)
Founder
National Center for Employee Ownership
Corvina, CA