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.
Intense Winter Storm Leads to Devastating Floods
For most of us at Covisum, we've never seen devastation from floods like we're seeing right now.
In my lifetime, my basement has flooded a time or two. It's probably happened to each of the Nebraska natives who work here. I've had a swampy back yard countless times. Flash flood warnings from The Weather Channel are a norm for us in the spring. But this year is different.
In a recent guest post for Michael Kitces' blog, Nerd's Eye View, Covisum's Director of Sales and Marketing, Katie Godbout, offered an in-depth look at crafting and using a client persona to generate leads.
Finding prospective clients can be difficult for many financial advisors. The marketing process can seem overwhelming, and unfortunately the solution is often to cast a wide net to try to attract anyone. However, when you try to market to everyone, it becomes incredibly difficult to
Here are some talking points that will help you discuss the value you can add for clients when you use the Covisum tech stack
Call us a SaaS company, a fintech leader or a software company, but we believe we are more than that. Recently, we sat down with Katie Godbout, our director of sales and marketing, and asked a few questions about Covisum.
How do you say Covisum anyway?
A lot of people ask that, not surprisingly. Phonetically, it's "ko-vee-some." Lots of times, people add an extra syllable, and say something like, "ko-vee-see-um." It's not a word used in normal conversation, so I can understand why it's hard
Technology and the future of your practice
Technology is advancing faster than ever before. Who knew that dial-up internet would morph into voice assistants like Siri and Alexa? For financial advisors, this breakneck pace makes you wonder: is a nameless robo-advisor after my clients, or are clients just going to start asking Siri for financial advice?
Is your business thriving? The 2018 FA Insight Study recently published by TD Ameritrade Institutional states that firms with a specific target market are achieving greater rates of growth and profitability than their peers — the median operating profit margin was 18% greater and the median annual client growth was 35% greater. Are you attracting the right prospects and enchanting them by meeting their every expectation?
An introductory guide to marketing for financial advisors
By Katie Godbout, Director of Sales & Marketing
Creating a marketing strategy is a key component for the success of your business. In this era of constant communication and instant notification, marketing is even more important than it’s ever been before. If you think that a marketing plan is just an email newsletter or a Facebook page, get ready to change your mind. Marketing strategy and business strategy go hand-in-hand, and if
Collaboration Leads to Better Client Thinking
Financial advisors can capitalize on this era of new tax laws by forming mutually beneficial relationships with CPAs. CPAs can add value to your practice, both by providing tax advice and by referring clients who need financial plans. Tax advice that a CPA gives is different than the advice you can give for a tax-efficient retirement plan. But when paired together, this advice empowers your client to make the best financial decisions. Use our free
Everyone in the financial services industry is talking about how the changes to the tax law will impact clients, and the most prepared advisors will be able to capitalize on this enormous opportunity.
With Tax Clarity®, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way.