Less time executing personal financial decisions, more time for executives running the business. Over half of HR professionals reported that executives are sometimes distracted at work because of their personal financial situations.
Risk can manifest in a variety of ways that can damage the reputation of the individual and/or company — especially as it pertains to personal income taxes and investments. An independent, objective advisor serves as a second set of eyes to help the company mitigate these risks.
There’s no prerequisite to invest with Graypoint because financial planning is in our DNA. Additionally, “financial planning” can take on different meanings, and often it’s not truly comprehensive. Harness the benefit of consistent advice for your senior leaders when one financial planning firm delivers it, serving as a true independent fiduciary to a company’s executive team.
Minimize the volume and type of questions that executives commonly raise, which are better directed to a financial advisor.
When cash compensation becomes hard to increase, unique benefits that bind executives to the firm’s culture make a big difference.
A dedicated advisor — acting as “personal CFO” — will help increase understanding of executives’ total compensation package, which may lead to higher rates of executive retention.