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Marketing

Live Webinar: Marketing Your Practice During COVID-19

Refine Your Marketing  Around the world, normal business operations have been disrupted. It has never been more important to refine your marketing process and tailor your messaging to make sure you’re reaching the right audience. On Tuesday, May 19, 2020, at 1:30 p.m. Central Time a live panel of marketing experts will show you how you can adjust your marketing and reach your prospects during a time of change and uncertainty. Meet the panel.
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Practice Management

15 Shareable Facts for Financial Advisors to Stress Patience to Clients

When market volatility strikes, it is normal for investors to grow anxious about their holdings. But market swings and economic downturns are a normal part of investing. Trouble only starts to develop when investors make impulse decisions and overreact to these market swings. Although it can seem counterintuitive to some investors, the best response to a stock market plunge is to sit tight, avoid drastic decisions, and patiently wait for the market to rebound. By sticking to a set investing strategy, they can wait out this market volatility and protect their holdings until markets stabilize and the economy recovers. If you’re looking for some extra support to encourage clients to stick to their strategy, here are 15 charts and facts that will help keep their eyes on the long run.
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Risk

FinPlan Friday: Debt in Down Markets

Down Markets and Debt While some experts will insist that debt in retirement is never beneficial, debt can have a positive impact on a retirement strategy at times. During a market dip, debt can help retirees avoid tapping into their portfolio, which needs time to recover. Additionally, if a retiree is planning on making a large purchase, there can be significant tax benefits by financing. Learn more about debt in down markets in our FinPlan Friday conversation with Joe.
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In The News

Hidden Value: Tax Opportunities Created by Market Downturn

This week in his Hidden Value column for ThinkAdvisor, Joe Elsasser, CFP®, talks about how the recent market downturn and the new CARES Act have created some unique financial planning opportunities.
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Joe Elsasser

Advisor Anecdotes: Scheduling Virtual Client Meetings

Covisum Founder and President, Joe Elsasser, CFP®, is also practicing financial advisor. In our new vlog series, Advisor Anecdotes, Joe will offer his unique perspective on current events, practice management best practices, financial technology, and everything in-between.  Episode One: Scheduling Virtual Client Meetings
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Marketing

Five Reasons You Should Offer a Taxes in Retirement Webinar

Around the world, normal business operations have been disrupted. Financial advisors face the same struggles as everyone else. Social distancing has made it impossible to hold in-person client meetings, and advisors who host educational seminars to find new prospects have been unable to do so. But with change, good or bad, opportunities arise. This new environment has created an opportunity to try educational webinars. Webinars can be just as effective as in-person seminars to help you attract prospects, if you do them correctly.
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Marketing

NEW “Taxes in Retirement” Marketing Kit

[Exclusive] For Tax Clarity Subscribers Only You’ve got retirees to help—we’ve got you! We know that times are really tough for a lot of people, especially our older population. That’s why we are giving our Tax Clarity® subscribers  some new resources for free. We've created an extensive marketing kit with downloads, templates and videos to help you communicate with clients and prospects. 
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In The News

FinPlan Friday: Tax Techniques for Down Markets

Planning Options in a Down Market  Now that we’re in a bear market, there are a few techniques advisors can use to alleviate the burden on clients. Roth conversions are going to be particularly valuable because the funds will  recover tax-free. Doing Roth conversions can spread out the tax liability earlier in retirement. Right now, there are no required minimum distributions under current rules for Roth IRAs, so it’s a good time to consider accelerating off Roth IRA and Roth conversions. Learn more about the best tax techniques for down markets in our FinPlan Friday discussion with Joe.
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In The News

Hidden Value: Tax-Aware Retirement Planning Is Not ‘Tax Advice’

This week in his Hidden Value column for ThinkAdvisor, Joe Elsasser, CFP®, discusses the difference between tax-aware retirement planning and "tax advice," and why advisors can, and should, talk taxes with clients. 
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