Hidden Value: How Do You Compare Two Financial Plans?

Hidden Value is a new column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week Joe tackles how to compare two financial plans. 

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Posted in Financial Planning, Joe Elsasser, ThinkAdvisor, Hidden Value

Forbes Finance Council: Key Questions to Ask When Choosing a Niched Financial Advisor

In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, touts the many benefits of choosing a niched financial practice. 

Niched financial practices have defined specifically which clients they will work with and what services they can provide to make them the best option for those clients. Choosing an advisor who focuses on your particular niche is crucial when it comes to understanding your specific needs and answering any questions you may have comprehensively. 

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Posted in In The News, Financial Planning, Joe Elsasser, Forbes, niche

ThinkAdvisor: A Major Shift is Coming in How Advisors Use Fintech

In a recent article for ThinkAdvisor, Covisum President, Joe Elsasser, CFP®, suggested that full integration will overtake open architecture as the theme of the next decade. 

When financial tech begins to provide full integration, it will enable greater efficiency and the ability to provide mass-customization processes in financial firms. Highly customized, quality advice will be more affordable to the mass affluent, while still adding value for the consumer.

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Posted in In The News, FinTech, Tech, Joe Elsasser, ThinkAdvisor

Social Security 'Break-Even' Calculations Can Be Misleading

According to CNBC, one key calculation to keep in mind, when deciding when to claim Social Security benefits, is the "breakeven point," or the point at which the amount you receive if you claim later equals the amount you would have received if you had started early. However, a few blind spots can create misleading results and lead you astray.

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Posted in Social Security, Joe Elsasser, Social Security Benefits, CNBC

Thriving Through Changing Times

Is your business thriving? The 2018 FA Insight Study recently published by TD Ameritrade Institutional states that firms with a specific target market are achieving greater rates of growth and profitability than their peers  the median operating profit margin was 18% greater and the median annual client growth was 35% greater. Are you attracting the right prospects and enchanting them by meeting their every expectation?

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Posted in Marketing, Marketing Strategies, White Paper, FinTech, Technology

The Tailored Fit: Q&A

We sat down with Covisum President Joe Elsasser, CFP®, the author of, “The Tailored Fit: How Advisors Can Use Technology to Mass-Customize Financial Planning,” to ask a few questions about his newly released white paper.

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Posted in Free Download, Industry Advice, White Paper, FinTech, Technology, Tech, Joe Elsasser