Covisum Blog

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 . . .
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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 . . .
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2018 Tech Tools for Today Software Survey

   If you're a subscriber to Social Security Timing ®, Tax Clarity ®, or SmartRisk TM, we would love to hear your . . .
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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 . . .
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"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 . . .
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CNBC: Get a bigger Check By Using These Social Security Claiming Strategies

Recently, CNBC highlighted some frequently overlooked Social Security claiming strategies. The article offered tips for . . .
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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 . . .
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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 . . .
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