Many people are hungry for financial information they can trust. Financial seminars are a great tool to get in front of these people, but planning and executing a successful seminar can be a lot of work.
Covisum™ is dedicated to helping advisors and their clients create a shared vision for the future. We understand that it is easier for a client to stay on their current path, rather than create a new one. However, with the right plan, you can help prospective
Posted in seminar
Designed specifically for financial advisors, SmartRisk helps you set proper downside expectations with your clients. Join Marisa for a quick demonstration of the software. Learn more.