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Support

Find the Information You Need in Covisum's Help Center

We Are Dedicated to Providing Awesome Support Covisum wants to make it easy for our customers to find the information you need. We want to help you spend less time looking for answers and more time growing your business or doing the things you enjoy.
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Marketing

How to Convert Financial Planning Seminar Attendees to Clients

Financial Planning Seminar Success! Now What? You’ve successfully attracted people to attend your educational financial planning seminar, the next question is naturally, “What’s next?” Your follow-up and follow-through are critical to converting these prospects into clients. If you cannot demonstrate your value clearly in these initial interactions following the seminar, you risk losing your hard work and investment into the financial planning seminar. These would-be clients won’t even make it to your office. Or worse — after meeting with you, they could be disappointed and spread a negative opinion of you, soiling your reputation. But you can earn their business for years to come, if you follow-up and follow-through correctly.
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In The News

Hidden Value: Probability of Success vs. Consequence of Failure

Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week he takes a closer look at Monte Carlo simulations.
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Marketing

Reaching Retirees on Social Media

Social Media... Not Just for Millennials  If you use financial planning seminars to attract new prospects, social media marketing and advertising can be an effective tool to help you take those seminars online, promote your event and help your firm grow.
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Culture

Covisum Honors Three with First-Annual President’s Awards

Covisum recently hosted an employee celebration event to mark the successful launch of Income InSight®. This new financial planning platform deeply integrates with multiple tools to provide a clear view of retirement for clients. At the event, Founder and President, Joe Elsasser, CFP® presented the first-annual Covisum President’s Awards.
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Marketing

How Tax-Efficient Planning Deepens Existing Client Relationships

Business Growth: Marketing & Referrals  Prospecting is necessary for growing your practice, but maintaining your current client base is equally important — and it actually can contribute to growth. Showing your existing clients areas where you can add money to their retirement can deepen their trust in you, securing their commitment and even leading them to tell their friends and family about you. Tax Clarity® subscribers can attest to the power of using the topic of taxes and the software to show existing customers additional money in retirement.
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In The News

Forbes Finance Council: An Annual Checkup Can Keep Your Retirement Plan Healthy

Which accounts should you be tapping, and in which order? In a recent article for Forbes Finance Council, Covisum Founder and President Joe Elsasser, CFP® suggested that regular checkups with a financial advisor are the key to a healthy retirement plan.  Help your clients make the most of their annual meeting with you with these tips.
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Marketing

VLOG: Clients Expect Seminars to be Educational

April is Financial Literacy Month The United States has recognized Financial Literacy Month during the month of April since 2004. Financial advisors have a unique opportunity to help educate others, and one great way to improve financial literacy among the general public is by conducting educational seminars. Covisum® President and Founder, Joe Elsasser, CFP®, is a practicing financial planner and has been hosting seminars in partnership with the Omaha Public Library system for the past decade. He sat down to share his thoughts about the benefits of conducting educational seminars. 
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In The News

Income InSight Q&A

The retirement planning platform you’ve been waiting for has arrived: Income InSight™. Income InSight quickly and easily shows the impact of different decisions within a client’s financial plan. Covisum’s newest tool resolves conflicts commonly seen between loosely-integrated planning tools and deeply integrates with Covisum’s other tools: Social Security Timing®, Tax Clarity®, and SmartRisk™, to provide clients with a clear vision of their retirement. I sat down with Joe Elsasser, CFP®, Founder and President of Covisum to ask him a few questions about Covisum’s newest software.
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Marketing

Financial Literacy Month: Hosting Educational Seminars

Since 2004, the United States has recognized April as Financial Literacy Month and focusing on financial literacy is important now more than ever. According to the National Financial Educators Council (NFEC), a lack of financial knowledge cost Americans collectively more than an estimated $295 billion in 2018. 
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