Creating an Epic Partnership with Your Broker

Developing a strong relationship with the right broker is an essential component for a public company’s equity compensation program. With so many to choose from, it can be difficult to make the right choice, but doing so can have a very large effect on the success of your plan. There are a few critical elements to creating and maintaining a solid broker partnership including: asking the right questions from the get-go, initiating a successful roll out of your new broker and leveraging their educational resources.

10 Questions to Ask Your Broker If You Are a Stock Plan Professional

Lori Drenkhahn Banner

Selecting the right broker for your stock plan is a key element to completing the equity compensation circle. You have taken time to design a successful plan, determine which types of awards will be most effective, educate participants on the value of their awards and communicate timely events – you don’t want to fall short on choosing the right broker partnership.