Covisum Blog

How to approach ‘A Fine Mess’ of a tax code before Trump reform

Following the failed attempt to repeal and replace the Affordable Care Act, President Trump signaled that his next big . . .
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Closing the deal: first meeting must-do’s

Contributed by Joe Elsasser, CFP® president of Covisum You've done it. You've created a business and marketing plan. . . .
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Generate the right leads for your practice

Katie Godbout, Marketing Strategist Recently, we talked about how to create a strategic marketing plan. Now, let's build . . .
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Behind the Scenes: User  Group Meeting in Omaha

Financial advisors from all over the country rallied in Omaha, Nebraska, April 4 and 5 at the Embassy Suites by Hilton . . .
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Why advisors should care about explaining risk

Understanding and explaining risk to clients By Renaud "Ron" Piccinini, PhD Why should advisors care about explaining . . .
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