The 7 books (and papers) everyone with an interest in financial tech should read

In honor of Financial Literacy Month, Covisum President, Joe Elsasser,CFP®, has created a reading list for anybody with an interest in the financial tech industry. As you know, this is evolving. Financial advisors, finance students, and those working in fintech can benefit from this reading list.

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Posted in Blog, Free Download, White Paper, Joe Elsasser, Grow your business

Tax Clarity adds Quick Reference Guide for free-trial and paid subscribers

Your one-stop reference for tax acronyms, brackets and more

Looking up tax brackets or what certain acronyms stand for can eat up a lot of time, interrupt your workflow and possibly even irritate clients during a meeting.

Tax Clarity’s Quick Reference Guide organizes some of the most commonly needed items for holistic retirement planning all on a single, easy-to-read page, keeping you focused on your clients and their retirement plans.

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Posted in Free Download, Tax Clarity, Free Trial, New Resources

6 topics that will attract prospects and how to deliver them

In retirement planning, free seminars to the public are a proven way to attract prospects and convert them to clients.

But for seminars to be successful, you must first determine what topics will interest your ideal client. In other words, the flashiest direct mailers won’t get people in seats if the topic doesn’t resonate with them. Consider partnering with subject matter experts on topics of importance to people approaching retirement in a “Retirement Transitions Series.” By offering free

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Posted in Free Download, Marketing, Marketing Strategies, seminar, Retirement Planning

New white paper examines how advances in risk analytics are changing the client-advisor discussion

Posted on July 19, 2017

Covisum’s new white paper explains the dangers of relying on traditional models of explaining and estimating portfolio risk, and how risk analytics have evolved, giving you amazing new opportunities to help clients more.

You've seen it happen: losses accumulate in a portfolio, and the client ponders doing something unwise. Whether they're the most risk-averse client or extremely laissez-faire, they're vulnerable to emotional reactions. When they're paying you to help them make smart

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Posted in Free Download, Risk, SmartRisk, White Paper, portfolio risk

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

The School: improving lives through better retirement decisions

Financial advisors, now more than ever, must demonstrate value to clients in order to maintain and grow their businesses. But how?

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Posted in Blog, Claiming Strategies, Free Download, Industry Advice, Planning Techniques, Retirement, Social Security, The School

How deductions and exemptions can snowball

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Posted in Blog, Fiduciary Rule, Free Download, Planning Techniques, Retirement, Tax Clarity, Tax Map, White Paper

How advisors should talk taxes with clients

The elephant and the snowball

Taxes are a critical piece in retirement planning, yet most financial advisors avoid discussing the topic for several reasons. First and foremost, they fear violating federal regulations or industry standards that limit who can provide "tax advice."

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Posted in Blog, Department of Labor, Fiduciary Rule, Free Download, Tax Clarity, Tax Map, White Paper