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.
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.
Covisum offers more than just software. We’ve developed a process that involves training and support to set you up for success. We believe in improving lives through better financial decisions. We provide a AAA experience through awesome support, actionable client reports, and aligned interests. And we’ve got a proven process to help our customers succeed. Want to join a winning solution? Here’s how it works:
How should financial advisors market their services? Four steps to achieve success
Katie Godbout, Covisum Marketing Strategist
Twice a year, Covisum hosts a special event for The Arrow Group, a facilitated peer-to-peer coaching program for successful advisors. This spring, The Arrow Group members and the Covisum team will converge in Omaha, Nebraska, for two days of presentations, workshops and networking to help advisors improve strategy, marketing, and execution.
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.