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:
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.
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.
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. With all the discussions about tax law in the news, we wanted to let you know about some new resources we've added to Tax Clarity.
Top advisors use Tax Clarity to create a landscape view of tax for their clients. Tax Clarity instantly calculates your client’s effective marginal tax rate and lets you view alternates so that you can guide your clients to make
By Katie Godbout, Director of Sales and Marketing
It's a fact, there are more men working in the financial industry than women. According to the latest data from analytics firm Cerulli Associates, women represent 16% of all advisors. But the U.S. Census Bureau found that women represent more than 50 percent of the population. What does that mean? A whole lot of men in the financial industry need to know how to communicate with women about their finances and retirement plans. Luckily, I found
Katie Godbout, Marketing Strategist
Recently, we talked about how to create a strategic marketing plan. Now, let's build on that.
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.
How should financial advisors market their services? Four steps to achieve success
Katie Godbout, Covisum Marketing Strategist