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    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 effort would be to reform the tax code. But a few weeks later, he said an overhaul of the tax code would be pushed back so another attempt to repeal Obamacare would be a priority.
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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. You've promoted your seminar, successfully filling the room with the right audience. Several potential clients have reached out to you to follow up and create retirement plans for them. Success! But, wait. How will you close the deal? Preparing for your initial meeting with a prospect is critical. We break it down into easy steps.
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    How to Generate the Right Leads for Your Financial Planning Practice

    Katie Godbout, Marketing Strategist Recently, we talked about how to create a strategic financial advisor marketing plan. Now, let's build on that.
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    Marketing

    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 Omaha Downtown Old Market.
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    Risk

    Why advisors should care about explaining risk

    Understanding and explaining risk to clients By Renaud "Ron" Piccinini, PhD Why should advisors care about explaining risk? Clients typically don't know how to feel about their portfolio returns. If they made a 5% return last year, should they feel good or bad? The answer to that question lies in the amount of risk that has been taken. Think about it like this — a young man comes home and tells his parents that he earned $500 last week. How should they feel about it? It depends. If he earned it mowing lawns, his parents should be proud. But, if he won a bet with his friends on a game of Russian roulette, his parents should have a much different response.
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