Advicers.The community for everyone in financial advice who cares about techJoin · $49/mo →
Pick your niche / Niche moments
Executives

10 moments for corporate executives.

Name the moment, not the job title. Each one has a hook line to open a post or video with, its ringtone (the letter, bill or date people react to before they think) and what's at stake.

  1. Deferred comp election

    “Your deferred comp election is due this month and it's mostly irrevocable. Plan it.”
    Ringtone
    The NQDC enrollment form
    What's at stake
    Deferral amounts and payout schedules must be chosen in advance.
  2. Trading window and 10b5-1

    “You can only sell company stock four weeks a year. A 10b5-1 plan changes that.”
    Ringtone
    The trading window notice
    What's at stake
    Insider restrictions make diversification hard without a plan.
  3. Stock ownership guidelines

    “Your company says you must own five times your salary in stock. That's a risk to manage.”
    Ringtone
    The ownership guidelines memo
    What's at stake
    Required holdings increase concentration; planning balances it.
  4. Change of control

    “Your company is being acquired. Your change-of-control agreement is worth reading tonight.”
    Ringtone
    The merger announcement
    What's at stake
    Golden parachutes, acceleration and the 280G excise tax need review.
  5. Leaving for a competitor

    “Leaving for a competitor? The unvested equity you walk away from is part of the negotiation.”
    Ringtone
    The recruiter's offer
    What's at stake
    Make-whole grants, non-competes and clawbacks matter.
  6. Board seat offer

    “Invited to join a board? The pay comes with liability, time and tax questions.”
    Ringtone
    The board invitation
    What's at stake
    Director compensation, D&O insurance and conflicts.
  7. Termination without cause

    “Let go as an executive? Your severance agreement is a negotiation, not a form.”
    Ringtone
    The separation agreement
    What's at stake
    Severance terms, equity treatment and release timing.
  8. Big equity vest year

    “A big vest year pushes you into the top bracket. That's the year to plan giving and deductions.”
    Ringtone
    The vest schedule
    What's at stake
    High-income years are when charitable giving and tax moves save most.
  9. Retiring from the executive team

    “Retiring as an executive means planning for deferred comp payouts you chose years ago.”
    Ringtone
    The retirement announcement
    What's at stake
    Payout schedules, retiree equity treatment and taxes.

Make a video about one See advisors for corporate executives

General education, not financial advice. Check rules and figures against current law before you publish.