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    Featured Advisor: Jeremy Armagost

    Jeremy Armagost, CFP® RICP® has earned his Master's Degree in Financial Planning from the College for Financial Planning. He has also earned the RICP® designation which is an advanced designation dealing with retirement income planning.
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    In The News

    Covisum Acquires PrairieSmarts’ risk tools to bring enhanced suite of retirement planning tools

    PrairieSmarts’ risk and compliance tools to join Covisum’s line up of Social Security Timing and Tax Clarity solutions for financial professionals.
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    Risk

    We’re adding portfolio risk to our expertise

    The Quant: Renaud “Ron” Piccinini, PhD Covisum is excited to announce that we’ve added Ron Piccinini to our team as director of product development. Ron has spent the last 10 years building world-class risk systems, successfully supporting tens of billions of dollars of assets.
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    In The News

    Marketing Strategy for Financial Advisors

    Reaching out to new customers and growing your client base is a challenge in any industry. Retirement planning is no exception. Clients are looking for a long-term relationship with a trusted advisor, which means your marketing strategy needs to communicate a sense of trust and expertise right away when you have your audience’s attention. One of the most important aspects of a marketing strategy is a business strategy. In order to maximize your success, I recommend basing your marketing plan off of your business plan.
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