The What and Why of an ESOP Plan with Stephen Berman, Managing Director, CSG Partners

Topics discussed include:<br /><br />*Stephen Berman’s career story and the value proposition of CSG Partners.<br /><br />*A breakdown of what an ESOP Plan is and the opportunity it presents for independent advisors.<br /><br />*How an ESOP plan can be utilized to inspire positive employee action and commitment.<br /><br />*The process for implementing an ESOP and the demographics of firms which stand to benefit most from the offering.<br /><br />Not only will you walk away from this episode with a detailed understanding of how an ESOP plan can impact your practice, but also an new perspective on how to foster the dedicated team environment essential to scalable practice growth.