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    Covisum is starting a 7-part webinar series, Retirement Delivered

    Webinar

    Covisum is starting a 7-part webinar series, Retirement Delivered

    Beginning March 14th and running monthly through September, Founder and President of Covisum Joe Elsasser, CFP® will be presenting a 7-part webinar series, Retirement Delivered, showcasing the framework that top advisors are using to deliver dramatic value to clients, grow their practices and feel good about the impact they make in their client’s lives.
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    Why Systematic Value Delivery is Crucial for Financial Advisors

    Practice Management

    Why Systematic Value Delivery is Crucial for Financial Advisors

    As a financial advisor, delivering value to clients goes beyond providing financial guidance—it's about building trust and confidence in the face of complex decision-making situations. While you already wear multiple hats, including educator, behavioral coach, and financial expert, the key lies in creating a systematic approach that ensures consistent value delivery.
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    How the Market Downturn Could Impact Your Retirement Tax Strategies

    Tax

    How the Market Downturn Could Impact Your Retirement Tax Strategies

    Now that we're facing a market downturn, it's more important than ever to make sure your clients are on the right track to make the most of their retirement income and avoid paying more taxes than they need to. Your retired clients are relying on you to help them make their funds last through these uncertain times. Here are a few specific considerations for preparing retirement income strategies for clients this year.
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    Leaving 2020 Behind and Hoping for a Brighter New Year

    Culture

    Leaving 2020 Behind and Hoping for a Brighter New Year

    A Note from the President There is no doubt that 2020 has been a whirlwind year for everyone, and we are more than ready to leave it behind and enter into an exciting new chapter in 2021. Covisum Founder and President, Joe Elsasser, CFP®, highlights some of Covisum's best and biggest moments from the past year and what subscribers can look forward to in 2021.
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