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