Episode Details
Back to EpisodesThe What and Why of an ESOP Plan with Stephen Berman, Managing Director, CSG Partners
Episode 136
Published 2 years, 10 months ago
Description
Topics discussed include:
*Stephen Berman’s career story and the value proposition of CSG Partners.
*A breakdown of what an ESOP Plan is and the opportunity it presents for independent advisors.
*How an ESOP plan can be utilized to inspire positive employee action and commitment.
*The process for implementing an ESOP and the demographics of firms which stand to benefit most from the offering.
Not only will you walk away from this episode with a detailed understanding of how an ESOP plan can impact your practice, but also an new perspective on how to foster the dedicated team environment essential to scalable practice growth.