Improve your value prop, hit Service-Market-Fit, and scale your RIA within the startup niche.
Do better work for clients, in less time, with more confidence. What are you waiting for?
Small RIAs looking to grow their business serving the tech community
Advisors who want to master the art and science of equity compensation
Equity Comp experts who want to expand their mastery
Everything you need to know about RSUs, ISOs, NSOs, and Restricted Stock. Including the ripple effects of decisions for each equity type both within a tax year and across tax years.
Develop frameworks for IPOs, Direct Listings, and Tender Offers for any mix of equity types across a range of client objectives.
Get risk-free repetitions with in-depth case studies to more efficiently and effectively serve clients with equity comp complexity.
Be a better guide for clients during career trade-offs that impact human capital. Understand nuances of the startup world from fundraising and valuation to company building and liquidity.
Russell spent the last several years building a San Francisco-based RIA that serves the startup community. He has nearly a decade of experience as a practitioner working with founders, early employees, and public company executives navigate work-life transitions, including over $800m in exits at companies like GitHub, Mulesoft, Slack, Airbnb, Asana, and Coinbase.
This course exists to help financial planners improve outcomes for their clients and grow their businesses by addressing needs specific to the startup community.