How to approach ‘A Fine Mess’ of a tax code before Trump reform

Following the failed attempt to repeal and replace the Affordable Care Act, President Trump signaled that his next big effort would be to reform the tax code. But a few weeks later, he said an overhaul of the tax code would be pushed back so another attempt to repeal Obamacare would be a priority.

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Posted in Blog, Fiduciary Rule, Free Download, In The News, Tax, Tax Clarity, Tax Reform, White Paper

Closing the deal: first meeting must-do’s

Contributed by Joe Elsasser, CFP® president of Covisum

You've done it. You've created a business and marketing plan. You've promoted your seminar, successfully filling the room with the right audience. Several potential clients have reached out to you to follow up and create retirement plans for them. Success!

But, wait. How will you close the deal? Preparing for your initial meeting with a prospect is critical. We break it down into easy steps.

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Posted in Blog, Free Download, Industry Advice

Generate the right leads for your practice

Katie Godbout, Marketing Strategist

Recently, we talked about how to create a strategic marketing plan. Now, let's build on that.

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Posted in Blog, Free Download, Industry Advice, Marketing, Marketing Strategies

Behind the scenes at The Arrow Group meeting in Omaha

Financial advisors from all over the country rallied in Omaha, Nebraska, April 4 and 5 at the Embassy Suites by Hilton Omaha Downtown Old Market.

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Posted in Blog, Covisum Team, Industry Advice, Marketing, Marketing Strategies, Risk, Social Security, Tax, The Arrow Group

Why advisors should care about explaining risk

Understanding and explaining risk to clients

By Renaud "Ron" Piccinini, PhD

Why should advisors care about explaining risk?

Clients typically don't know how to feel about their portfolio returns. If they made a 5% return last year, should they feel good or bad? The answer to that question lies in the amount of risk that has been taken. Think about it like this — a young man comes home and tells his parents that he earned $500 last week. How should they feel about it? It depends. If he earned

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Posted in Blog, Risk, SmartRisk