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Build Your Credibility with the Power of Earned Media

People trust their local news outlets and the journalists who run them. In this era of skepticism and ‘fake news,’ surveys show local news beats out national news when it comes to trust. That trustworthiness and credibility transfers to the experts interviewed on the local news. You can harness this power, build your brand and increase exposure for your financial practice through earned media interviews. Let’s start by answering some of the top questions about earned media:
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In The News

A Closer Look at the New Tax Clarity Updates: Dependent Tax Credit

At the beginning of April, Covisum rolled out four new features to the Tax Clarity® software. The new dependent tax credit feature allows advisors to demonstrate the impact of the revised dependent tax credit, including for dependents over the age of 16
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In The News

Forbes Finance Council: The Truth About Portfolio Risk Exposure

In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, addressed common misconceptions surrounding financial risk and the dangers of relying on an outdated financial risk model. 
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Free Download

Achieving Business Goals Through Marketing

An introductory guide to marketing for financial advisors By Katie Godbout, Director of Sales & Marketing Creating a marketing strategy is a key component for the success of your business. In this era of constant communication and instant notification, marketing is even more important than it’s ever been before. If you think that a marketing plan is just an email newsletter or a Facebook page, get ready to change your mind. Marketing strategy and business strategy go hand-in-hand, and if you have goals to grow your financial planning practice, this eBook offers the framework to do it. 
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In The News

Review This Checklist Before Hosting Your Next Financial Planning Seminar

When done correctly, educational financial planning seminars are a great way to attract new clients. Start the planning process by reviewing this checklist and make your next seminar a success.
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In The News

ThinkAdvisor: Covisum's advisor and quant discuss the benefits and risks of ESG investing

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. This week, we asked Joe and Ron to discuss, the benefits and risks of ESG investing.
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In The News

ThinkAdvisor: Covisum's advisor and quant discuss how to plan for health care costs in retirement

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. Check out the most recent installment, "How to Plan for Retiree Health Care Costs."  This week, we asked Joe and Ron how to plan for health care expenses in retirement. 
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In The News

A closer look at the new Tax Clarity updates: pass-through deduction

At the beginning of April, Covisum rolled out four new features to the Tax Clarity® software. The new pass-through deduction feature is particularly important for advisors with certain clients who own small businesses. The update allows advisors to demonstrate the impact of the deduction for pass-through income and the phase-out of the deduction under the 2017 Tax Cuts and Jobs Act.
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