Please join us for our upcoming webinar

On Concentrated Stock Positions

Webinar participants will receive the following for free:

• Concentrated Stock Positions: A Sterling Advisor Guide
• A recording of the webinar
• The presentation slides
• Preferred access to a private consultation
• Our latest book, Billionaire Solutions, Tailored For Millionaires

If you are unable to attend the webinar, please request a recording below.


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In this webinar you’ll learn:
  • What is a concentrated stock position
  • How concentrated positions increase risk
  • How concentrated positions reduce expected return
  • Why people continue to hold concentrated positions
  • Tax-efficient methods for diversifying out of concentrated positions
  • How you can gather AUM by helping clients and prospects with concentrated positions