WEBVTT

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Sometimes a lot of something can be great,
like vacation time, premium parking spaces,

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chocolate, but you can have too much of a
good thing like being too concentrated in

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your own company's stock may not be ideal
and you might not even realize it's happening

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or you might not know how to navigate the
trading restrictions and other potential

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regulatory issues if you've been with your
company for several years.

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Chances are your salary you're for one can
match and your stock compensation all tied to

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one company. I've seen cases where employees
have as much as half of their net worth tied

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up in their company. What's the danger?

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You could have exposure to elevated market
risk and volatility, potential tax issues and

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liquidity concerns.

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One solution is to diversify.

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I feel 50 percent tied up in your company is
too much.

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What's the right number, depending on your
age, your industry and the health of your

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company? It's my opinion that the answer for
you may be in the ten to twenty five percent

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range. Think of it like an elite athlete.

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A pro has a short window of high earning
potential.

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There's no guarantee of raking in the money
for many years.

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So making the right decisions in those peak
years is key.

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I know this can be a tricky situation to
navigate.

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It's not just moving money around.

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This is not about your loyalty to your
company.

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I feel that's demonstrated to your job and
its fruits.

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It's about making wise investment choices.

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It's about loyalty to your family.

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It's important to set a plan in motion to
diversify.

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One way to diversify is do a 10, B five one
plan A pre structured sales strategy.

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You have options and we can walk you through
them.

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We've helped many high network executives
navigate through this and we strive to help

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you to. Let's connect and make a plan to
help you protect you and your family.

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I know your time is precious, so let's make
it count.