Dream team: financial advisors & CPAs

Posted on May 28, 2018

Collaboration leads to better client thinking

Financial advisors can capitalize on this era of new tax laws by forming mutually beneficial relationships with CPAs. CPAs can add value to your practice, both by providing tax advice and by referring clients who need financial plans. Tax advice that a CPA gives is different than the advice you can give for a tax-efficient retirement plan. But when paired together, this advice empowers your client to make the best financial decisions. Use our free

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Posted in Free Download, Tax Clarity, CPAs, Referals

Covisum's president, Joe Elsasser, CFP®, featured in Financial Planning

It's no secret, Joe Elsasser, our company president uses Covisum technology to reinforce measurable value for his own clients in his personal financial practice. He was recently quoted in Financial Planning:

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Posted in Software Programs, FinTech, Financial Planning, Technology, Tech, Joe Elsasser, Referals