Covisum Blog

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 . . .
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How to Convert Seminar Attendees to Clients

Seminar Success! Now What? You’ve successfully attracted people to attend your educational seminar on taxes in . . .
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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 . . .
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Reaching Retirees on Social Media

Social Media... Not Just for Millennials  If you use seminars to attract new prospects, social media marketing and . . .
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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 . . .
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Tax-Efficient Planning Can Deepen Existing Client Relationships

Business Growth: Marketing & Referrals  Prospecting is necessary for growing your practice, but maintaining your current . . .
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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 . . .
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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 . . .
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Income InSight Q&A

The retirement planning platform you’ve been waiting for has arrived: Income InSight™. Income InSight quickly and easily . . .
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Financial Literacy Month: Hosting Educational Seminars

Since 2004, the United States has recognized April as Financial Literacy Month and focusing on financial literacy is . . .
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