Covisum Blog

10 Seminar Best Practices

You know that seminars are a great way to attract prospective clients. We've created a list of 10 best practices to help . . .
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How to Effectively Market Your Seminars with Direct Mail

While many industries have shifted their marketing efforts to become exclusively digital, direct mail remains an . . .
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Growth through Referrals

Generate More Client Referrals Studies have shown that referral customers are both more profitable and loyal than normal . . .
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FinPlan Friday: SECURE Act

The SECURE Act The recently passed SECURE Act includes some significant changes to retirement income planning and . . .
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Top 10 Blog Posts of 2019

The most popular posts of 2019 are... As another year comes to a close, we decided to take a look at the blog posts that . . .
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The SECURE Act: What Advisors Need to Know

New Legislation Offers Significant Retirement Income Planning Changes The Setting Every Community Up for Retirement . . .
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A Look Back at 2019, A Look Forward to 2020

A Note from the President Covisum Founder and President, Joe Elsasser, CFP®,  highlights some of Covisum's best and . . .
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On-Demand Webinar: Customizing Tax Clarity to Fit Your Practice

We could tell you how great Tax Clarity® is, but sometimes you want to hear directly from another advisor who is using it . . .
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On-Demand Webinar: Retirement Income Streams

The singular “nest egg” is no longer relevant. People have multiple options for saving for retirement: 401(k)s, 403(b)s, . . .
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