Daniel Zajac, CFP®, EA

The OG Equity Compensation Blogger - CERTIFIED FINANCIAL PLANNER™ Professional - Marathon Runner - Ironman Finisher - Dad

[Daniel Zajac, CFP®, EA @daniel_zajac]

Securities through @CommonwealthFN Member https://t.co/BAF1CoaCc9 https://t.co/fr6Nimbmuq https://t.co/t2VoBhuSZR

[Daniel Zajac, CFP®, EA @daniel_zajac]

Are you even doing Lego if you don't mutter at least 20 times

"I think they forgot a piece."

Oops. There it is.

[Daniel Zajac, CFP®, EA @daniel_zajac]

A lot of narratives around selling RSUs when they vest, which is often a prudent thing to consider.

But it's not uncommon to come across vested and held RSU shares with a meaningful long-term capital gain.

[myStockOptions.com @StockCompGuru]

As the #Instacart IPO finally drops, find out what IPO-battle-tested financial advisors really think about employee equity comp planning at this key stage. We asked several, including @MegBartelt and @daniel_zajac. Read their responses in their own words! https://t.co/VFdPF4wzOR

[myStockOptions.com @StockCompGuru]

NEXT WEBINAR! Please join us on May 18 for a lively panel discussion of RSU planning by three experts in this special niche:
- @MegBartelt
- @finstaples
- @daniel_zajac
This one is gonna be fun! Details and registration at the link. #TaxTwitter #fintwit https://t.co/bLRYf30AFJ

[Daniel Zajac, CFP®, EA @daniel_zajac]

@danmalone89 @moneyeducator Good stuff. Screening service sounds interesting.

[Daniel Zajac, CFP®, EA @daniel_zajac]

Considering a new hire

Give me some best tips/advice/wisdom

[Daniel Zajac, CFP®, EA @daniel_zajac]

@moneyeducator Full

[myStockOptions.com @StockCompGuru]

Insightful commentary on concentration risk from CFP @daniel_zajac, also an article contributor at myStockOptions. For more on strategies to reduce the risk of equity-concentrated stock positions, see our related articles and FAQs: https://t.co/AlHqe0jG9U https://t.co/n0M1R84ZnC

[Daniel Zajac, CFP®, EA @daniel_zajac]

@MegBartelt Nothing wrong with this. Marketing is necessary

Marketing + good financial planning + good business ownership = Amazing business

[Daniel Zajac, CFP®, EA @daniel_zajac]

@MegBartelt and/or a *good marketer* = *good financial planner*

[Daniel Zajac, CFP®, EA @daniel_zajac]

@MichaelKitces @jasonfrieds @MercerAdvisors agreed - and 1 new meeting per day, for most firms, would be bananas

[Daniel Zajac, CFP®, EA @daniel_zajac]

@MichaelKitces @jasonfrieds @MercerAdvisors Conversion = website hit schedules a meeting?
Conversion = onto your email distribution?
Conversion = something else?

[Daniel Zajac, CFP®, EA @daniel_zajac]

@Broc_Buckles I’ll take the over

[Daniel Zajac, CFP®, EA @daniel_zajac]

@jasonfrieds @MichaelKitces @MercerAdvisors agreed it's a long game, but even if you are in the long game, how do you know if your organic is enough?

100/day?
1,000/day?
10,000/day?

or more?

[Daniel Zajac, CFP®, EA @daniel_zajac]

@mattycalc Interesting - are you thinking billing models or client service models

or both?

[Daniel Zajac, CFP®, EA @daniel_zajac]

Excited to speak at #FPARetreat on Equity Compensation.

So what do you want to know about?

The technical details?
The marketing niche?
Client experience?
Something else?

Help me build my presentation - suggestions welcomed below

[Daniel Zajac, CFP®, EA @daniel_zajac]

@SeanODowd15 same goal - can you do this starting at zero?

[Daniel Zajac, CFP®, EA @daniel_zajac]

@PJMiguel5 Becoming more crowded by the day it seems

[Daniel Zajac, CFP®, EA @daniel_zajac]

Excited!

Come join the party

[myStockOptions.com @StockCompGuru]

🍿📺 myStockOptions Webinars return tomorrow (2/15) in a lively master class on tax returns involving equity comp and stock sales, with expert panelists Stephanie Bucko, Dan Hodgin, and @daniel_zajac. CE credits! Register at the link! #TaxTwitter #fintwit https://t.co/v4Bs2sW0td