Free webinar with White Glove Workshops

White Glove Workshops is sponsoring a webinar on October 10 at 10 a.m. CDT. Learn about their turn-key solutions for growing your practice. Download their flier PDF I JPEG

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Posted in seminar

Seven Steps to a Successful Seminar

By Joe Elsasser, CFP®, President

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

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Posted in seminar

SmartRisk Tutorial  

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. 

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Posted in Risk, SmartRisk, Software Programs, portfolio risk, Drawdown analysis, Asset interaction