3 questions that make creating a retirement investment strategy easier

Posted on May 21, 2018

Crafting a retirement investment strategy can be a daunting task for many people, even when they have a great financial advisor. The best way to help your clients get started is to remind them to slow down and answer three questions.

[...]

Posted in Industry Advice, Retirement, Retirement Age, Risk, portfolio risk, FinancialPlannng

How to make the most of your Social Security benefits

PlanStrongerTV™ hosted by David Holland, CPA, CFP® featured Joe Elsasser, CFP®, RHU®, REBC® and president of Covisum in an episode titled, "How to Make the Most of Your Social Security Benefits." Watch it now.

[...]

Posted in Claiming Strategies, Industry Advice, Social Security, Social Security Timing, Webcast, Social Security Benefits, Retirement Planning, video

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.

[...]

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.

[...]

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.

[...]

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

The Arrow Group member feature: Jeremy Armagost

Jeremy Armagost, CFP® RICP® has earned his Master's Degree in Financial Planning from the College for Financial Planning. He has also earned the RICP® designation which is an advanced designation dealing with retirement income planning.

[...]

Posted in Blog, Industry Advice, Retirement, Social Security, The Arrow Group

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?

[...]

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

How can financial advisors add significant value for clients?

Financial advisors have a great opportunity to help clients harboring misunderstandings of common systems with significant financial impact. Using education and visualization of these systems, it's possible for advisors to add significant value to their client's lives.

[...]

Posted in Blog, Fiduciary Rule, Industry Advice, Planning Techniques, Retirement, Software Programs, Tax Clarity

Dead or alive?: Social Security planning a year after Bipartisan Budget Act

The reports of the death of Social Security planning have been greatly exaggerated. A year after its passage, we look at how the legislation’s elimination of two key Social Security claiming strategies has impacted clients and financial advisors.

[...]

Posted in Bipartisan Budget Act, Blog, Claiming Strategies, Industry Advice, Planning Techniques, Social Security, Social Security Timing

Lauren DeGroot, Arrow Group member

Lauren DeGroot is an associate advisor at Sequent Planning, LLC, an Omaha-based investment advisory and financial planning firm.

Her practice is focused specifically on helping people with major retirement-related decisions, including when to take Social Security, when to draw from various retirement accounts and how to manage risk and taxes throughout retirement. As a member of The Arrow Group, we wanted to check in with Lauren and ask her a few questions.

[...]

Posted in Blog, Client Events, Industry Advice, Marketing Strategies, Planning Techniques, Software Programs, The Arrow Group