| |
|
|
 |
SCRIPT EXCERPT: Most people are aware, or can be made aware, that they shouldn't be concentrated in a single stock holding. Approached in the right way, they'll appreciate your helping them diversify out of it in ways that work best for them — that you have the expertise and can bring together the resources to make it doable. That makes it a great relationship-builder.
The mechanics of turning a big stock position into diversified wealth in a tax- and career-savvy way can get pretty complicated, but the main strategies for getting there can be outlined fairly straightforwardly.
|
|
