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In The News

Forbes Finance Council: Is Working With a Robo-Advisor Right For You?

In a recent article for Forbes, Covisum Founder and President Joe Elsasser, CFP®, outlined the benefits and shortcomings of robo-advisors.  For many people, it is worth at least considering a robo-advisor. For a relatively low price, robo-advisors are reasonably good at managing asset allocation for a given risk level. However, there are a few situations where relying on a person as your financial advisor is a preferable option. For instance, robo-advisors can't pick up on the changes in your life that impact how you're going to use your money, like a long-term medical need or an unexpected death of a loved one.
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5 Resolutions You Should Make for 2019 to Grow your Business

As we wrap up 2018 and launch into 2019, now is the perfect time to start thinking about how to strategically grow your financial planning practice. Here are five resolutions you should make for 2019 to help your business grow.  
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Marketing

The Covisum Tech Stack: Talking to Clients About the Value You Add

Here are some talking points that will help you discuss the value you can add for clients when you use the Covisum tech stack   Advisors ask us all the time, "How do I use your software to help me attract new clients?" And we've written extensively about marketing best practices. The guides, templates, and checklists we've created for you are helpful, but what do you do with all of it? How do you transition from strategy to execution? And how do you ensure that what you are communicating to your clients aligns with the benefits you provide?
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Tax

"Last Minute Tax Moves" Webinar Now Available for On-Demand Viewing

Your clients have until the end of the year to harvest from an IRA, execute a Roth conversion, or take a capital loss. Recently, President and Founder of Covisum, Joe Elsasser, CFP®, hosted a webinar about optimizing year-end tax opportunities for clients. The webinar is now is now available for on-demand viewing. Watch the webinar when and where it's convenient for you. 
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Marketing

Ask Our Director of Marketing: Q & A on Generating Leads for Your Financial Planning Business

Sometimes, advisors who are considering a subscription to Covisum software have questions about how to use our tools and resources to market their financial planning business. Our tools can make a big impact for financial advisors — especially those serving mass-affluent retirees and those in retirement transition. Financial advisors and institutions rely on Covisum’s software, resources and successful marketing tactics to streamline their practices, offer actionable insights and guide clients to make the best financial decisions.  This week, an advisor evaluating our software asked Katie Godbout, Covisum's Director of Sales and Marketing, a question about lead generation and inspired her to write this post. 
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In The News

Hidden Value: Think You Know the Capital Gains Tax Rate? Think Again.

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 he discusses the common belief that the tax rate is 15% on capital gains, and how the tiered bracket structure of qualified dividends and long-term capital gains can actually create some unique opportunities.
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