Recruiters Are Telling Only Half the Story: Explaining and Selling Complex Financial Benefits

2019 Talent Conference & Exposition
Learn the basics of complex financial benefits, what value they have and how to effectively communicate that value.

Recruiting and retaining top-talent employees is tough! Many companies now offer complex financial benefits, such as stock options, restricted stock units, nonqualified deferred compensation plans, and phantom equity to entice the best of the best. Unfortunately, most prospective employees do not understand these complicated benefits. If they don't understand them, then they see no value! This session will break down common financial benefits and how, by explaining their true value, you can sell them to top talent or use them to retain key employees.

Learning Objectives:

  • Gain a basic understanding of complex financial benefits like stock options, restricted stock units, pension plans and nonqualified deferred compensation plans.
  • Understand the value these benefits can actually add to an individual's financial picture.
  • Learn how to sell these benefits to a potential new employee.
  • Learn how to emphasize these benefits to existing key employees.
Date(s) & Time(s): 
Wednesday, April 10, 2019 - 10:15am to 11:15am
Presenter: 

Jeanne J. Sutton

Jeanne J.
Sutton

Jeanne is CFP® and a CPFA with Strategic Retirement Partners. She has built a successful practice serving as an investment advisor for families and businesses. Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. She has been interviewed by national publications including Forbes Magazine, Time Magazine, USA Today, The New York Times, CNBC News, etc. She brings an energy and simplicity to complicated topics and is known for the original content she posts on social media. Topics range from personal finance to employer-sponsored plans. You can find her using the hashtags #401klady and #cfppro. Jeanne’s accessible way of providing virtual advice and engagement is creating a more collaborative platform for financial professionals to support each other and their clients in the digital age. She and her team live in Bowling Green Kentucky, but serve clients across the country.

Location: 
Bayou CD
Amount of Credit: 
1.00
Credit Type: 
SHRM PDCs
Session Type: 
Concurrent Session
Competency: 
Global & Cultural Effectiveness
HR Expertise
Relationship Management
Intended Audience: 
Mid-Level
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Availability: