How a white paper on performance shares is capturing contacts for RIA Steege

If climbing the corporate ladder is a game, the game gets clearer with a performance shares rule book, according to a new white paper developed by Charles “Chuck” Steege, CFP®, Executive Financial Coach, with assistance from writer, John Drachman of the Advisolocity staff.

Capture contacts, expand orbit

While the structure (and even the definition) of performance share grants can vary, the common feature is a specified goal or metric that must be achieved before one can profit from the grant.

“We are seeing that the performance share discussion with our prospects moves faster once they register for, download and read our white paper  Five Reasons to Like Performance Shares (And One Reason to Think Twice),” said Mr. Steege.

White papers establish thought leadership

“We’re seeing solid interest for more information from executives looking to make a high-level change, yet are hesitant about transitioning to a new position without all of the facts about their compensation,” Mr. Steege continued.

As clients download Mr. Steege’s white paper, they leave their name and e-mail address.

“It’s important to treat captured contact information with a great deal of respect,” Mr. Drachman added.

“We make sure that all of our clients know that every email or post they send must provide an opt-out feature if the prospect chooses not to receive more information,” he continued.

“Still,” Mr. Drachman concluded, “There are few value-added materials that can offer as much educational benefit — with the least intrusion — as a well-crafted white paper.”

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