Will Siri take your job?

Technology and the future of your practice

Technology is advancing faster than ever before. Who knew that dial-up internet would morph into voice assistants like Siri and Alexa? For financial advisors, this breakneck pace makes you wonder: is a nameless robo-advisor after my clients, or are clients just going to start asking Siri for financial advice?

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Posted in niche, video, Joe Elsasser, Webinar, Webcast, Income Planning Tool, FinTech, Industry Advice

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.

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

Live webcast: with the creators of SmartRisk

Advisors, you’ve come to the right place. Join Joe Elsasser, CFP® and Ron Piccinini, PhD, live on November 9 at 3:00 p.m. Central, as they answer your questions about SmartRisk.

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Posted in SmartRisk, Webcast, Ron Piccinini, PhD, Joe Elsasser

On-demand webcast: how to talk risk with clients

Posted on June 21, 2017

The advisor and the quant

What do clients need to know about risk? Is a portfolio too risky? When and how should you rebalance?

In this on-demand webcast, advisor Joe Elsasser, CFP®, and quant Ron Piccinini, Ph.D., shed light on portfolio risk topics that are important for building trust with your clients. Effectively estimating and communicating a client's risk can help them avoid behavioral mistakes, significantly impacting their bottom line. 

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Posted in portfolio risk, SmartRisk, Risk, Webcast, Webinar, On-Demand Webcast, video