Financial Advisor Success Ep 455: Adding Hard-Dollar Value For HNW Executives By Guiding Them In Negotiating For More (Equity) Compensation with Emily Shacklett
Sep 16, 2025
Emily Shacklett, Managing Director at Fairport Wealth, specializes in guiding high-net-worth executives through the intricacies of their compensation packages. She emphasizes that many leave money on the table if they're not savvy negotiators. Emily shares insights on how to maximize salary, bonuses, and equity, while highlighting the importance of collaboration with legal advisors. She also discusses the value of educational initiatives and personal relationships in navigating these complex negotiations, ultimately helping executives secure what they're truly worth.
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Niche Expands Into Related Needs
- Specializing in corporate executives naturally leads to related niches like widows and divorcees.
- Serving those adjacent needs deepens long-term client relationships and lifetime value.
Always Negotiate On The Way In
- Negotiate on the way into a job because you have the most leverage then.
- Build a team (financial advisor + attorney) to ask objective questions and negotiate for you.
Look Beyond Base Salary
- Review the full compensation package, not just salary: bonuses, equity, vesting, benefits, and perks matter.
- Ask for alternatives like signing bonuses or benefit coverage when salary bands are rigid.