Courses
Multi-day, guided programs to get real results
Alumni reviews
Don't miss out on this course! It applies to alot of different advisors: the curious, the new advisor just getting your first exposure in equity comp or even a seasoned veteran in the space! The course builds up thoughtfully from the basics, it's case study driven, and has a lot of opportunity for one-on-one feedback with Russell and his teaching assistants. Russell also provides ample office hours where you can discuss live with other cohort members and get real feedback on the case studies and any current issues you may have in your practice around equity comp. To further support, you also get access to Trayecto's learning bank, which was extremely in-depth and allowed you to follow up on any gaps that were exposed in the class.
Overall, it's a must-do course if you want to up your skills in the equity comp space. You can tell immediately that Russell and team just enjoy up skilling fellow advisors so clients everywhere get more value.
Student
Cohort 8
Owner
This course exceeded my expectations in both depth and practical application. I've come across numerous resources on equity compensation planning, but this one stood out for how effectively it bridged technical knowledge with real-world client scenarios. What I appreciated most was the way complex concepts were broken down into clear frameworks that can be directly applied in client conversations. This course was a great investment.
Student
Cohort 8
Vice President, Wealth Advisor
If you're an advisor new to the world of equity comp, the Equity Comp Master Class is the best resource available to level up your knowledge! Even if you're an experienced advisor, there's no doubt you'll walk away learning something new to add to your toolkit.
Student
Cohort 8
President
The ECMC was tremendously insightful and highly valuable. The quality of the content was excellent, but more importantly, learning directly from Russell and benefiting from his expertise was incredibly impactful. I walked away not only with deeper knowledge of equity compensation, but also with stronger frameworks as an advisor around process, data gathering, communication, and client decision-making.
It also helped me refine how I frame equity compensation for clients, not just as a compensation benefit, but as a meaningful tool to help fund their broader financial goals. Just as valuable was learning alongside my fellow cohort members and gaining perspective from their experiences.
Student
Cohort 8
Financial Planner
The Equity Comp Master Class is hands-down the best way to learn about how equity compensation works and how to help clients with real world equity comp decisions. The class covers everything from early private stage companies to mega cap public companies and everything in between.
Student
Cohort 8
Founder, Financial Planner
