#165 - Equity Compensation & Flat-Fee Financial Planning with Marcel Miu
Your clients may have millions in company stock and still struggle with the decisions that matter most: exercise now or later, hold or sell, diversify or stay concentrated. In this episode, we sit down with Marcel Miu, founder of Simplify Wealth Planning in Austin, Texas, to discuss how advisors can help clients navigate equity compensation while building a successful advisory firm.
Marcel shares his journey from JP Morgan and Cohen & Steers to launching his own fee-only RIA, and why technical expertise alone isn't enough to grow a business. We discuss the realities of client acquisition, how…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.