The Covisum DNA: a look at company culture and vision

Call us a SaaS company, a fintech leader or a software company, but we believe we are more than that. Recently, we sat down with Katie Godbout, our director of sales and marketing, and asked a few questions about Covisum. 

How do you say Covisum anyway?

A lot of people ask that, not surprisingly. Phonetically, it's "ko-vee-some." Lots of times, people add an extra syllable, and say something like, "ko-vee-see-um." It's not a word used in normal conversation, so I can understand why it's hard

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Posted in Marketing Strategies, Marketing, Culture

Thriving through changing times

By Katie Godbout, Director of Sales and Marketing

Is your business thriving? The 2018 FA Insight Study recently published by TD Ameritrade Institutional states that firms with a specific target market are achieving greater rates of growth and profitability than their peers  the median operating profit margin was 18% greater and the median annual client growth was 35% greater. Are you attracting the right prospects and enchanting them by meeting their every expectation?

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Posted in White Paper, Marketing Strategies, Marketing, FinTech, Technology

Build your credibility with the power of earned media

Posted on June 27, 2018

By Kristi Piehl, Founder & CEO of Media Minefield

People trust their local news outlets and the journalists who run them. In this era of skepticism and ‘fake news,’ surveys show local news beats out national news when it comes to trust. That trustworthiness and credibility transfers to the experts interviewed on the local news. You can harness this power, build your brand and increase your exposure through earned media interviews. Let’s start by answering some of the top questions about earned

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Posted in Marketing Strategies, Marketing

Achieving Business Goals Through Marketing

Posted on June 21, 2018

An introductory guide to marketing for financial advisors

By Katie Godbout, Director of Sales & Marketing

Creating a marketing strategy is a key component for the success of your business. In this era of constant communication and instant notification, marketing is even more important than it’s ever been before. If you think that a marketing plan is just an email newsletter or a Facebook page, get ready to change your mind. Marketing strategy and business strategy go hand-in-hand, and if

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Posted in Marketing Strategies, Marketing

Review this checklist before hosting your next seminar

Posted on June 20, 2018

When done correctly, educational seminars are a great way to attract new clients. Start the planning process by reviewing this checklist and make your next seminar a success.

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Posted in Marketing, Marketing Strategies, seminar, Financial Planning, Grow your business

These 4 tips will make planning your next seminar easy

Posted on May 30, 2018

Hosting educational seminars can be an effective way to grow your business and get you back on track to reach your 2018 goals. We want to help you grow your business. 

It’s not too late to plan an educational seminar to attract new clients. Here are the four things you should do to make your next seminar a success and put your 2018 goals back into focus.

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Posted in Client Events, Marketing, seminar, Financial Planning, Clients, Grow your business

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

5 Things To Start, Stop, And Keep Doing With Your Financial Practice In 2018

The New Year traditionally brings resolutions, some of which actually will be kept. Financial advisors should go beyond promising to lose weight and work out more to think about ways to build their business. Here are some suggestions:

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Posted in Marketing Strategies, Marketing, Downside Risk, Risk, Retirement Planning, Financial Planning, Social Security Benefits

New resources added to Social Security Timing

Our team cares about your business growth goals and we've been hard at work creating content and materials to help you along the way. We wanted to let you know about some new resources we've added to Social Security Timing

Social Security Timing is the trusted resource for thousands of advisors for quick, accurate, and easy Social Security strategy identification and comparison.

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Posted in Social Security Timing, Clients, Marketing, Marketing Strategies

New features and resources added to SmartRisk

Our team cares about your business growth goals. That's one reason we created the software! And since its release, we've been hard at work adding features and resources that will help you attract and retain clients - all while providing the industry's best analytics at a smart price.

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Posted in SmartRisk, Features, New, Marketing