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    3 Steps for Marketing Your Financial Planning Practice in 2020

    Helping advisors grow their business is why we’re in business. That’s why we provide practice management and marketing resources. Creating a marketing strategy is a key component for the success of your business. In this changing era of constant communication and instant notification, marketing is more important than ever before. But, where do you start?
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    Practice Management

    15 Shareable Facts for Financial Advisors to Stress Patience to Clients

    When market volatility strikes, it is normal for investors to grow anxious about their holdings. But market swings and economic downturns are a normal part of investing. Trouble only starts to develop when investors make impulse decisions and overreact to these market swings. Although it can seem counterintuitive to some investors, the best response to a stock market plunge is to sit tight, avoid drastic decisions, and patiently wait for the market to rebound. By sticking to a set investing strategy, they can wait out this market volatility and protect their holdings until markets stabilize and the economy recovers. If you’re looking for some extra support to encourage clients to stick to their strategy, here are 15 charts and facts that will help keep their eyes on the long run.
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    Marketing

    Growth through Referrals

    Generate More Client Referrals Studies have shown that referral customers are both more profitable and loyal than normal customers - they have a higher contribution margin, retention rate and prove to be more valuable in both the short- and long-run.[1][2] Knowing that fact doesn't make it any easier to capture referrals. But the steps outlined in this article can.
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    Marketing

    Growth through Marketing

    How do I grow my business with Covisum? So many advisors know that marketing is valuable. But when it comes to HOW to do it and WHAT will be most effective, the landscape can get pretty confusing. Keep reading for some actionable ideas that you can put to work right away.
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    Marketing

    Seven Tips to Help You Master Email Marketing

    We are all inundated with email. I personally get hundreds a day— maybe more. And I often delete many of the emails I receive without reading them (not the ones from you!). Getting face time with your prospects and clients through email can be difficult, but there are some things you can do to improve your email game. Here are seven tips to help you make your emails more effective in your financial practice.
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    Video

    Financial Planning Techniques With a Multidimensional, Holistic View of Retirement

    Income InSight brings together multiple financial planning techniques into one place: one website, one login, one client list. Social Security Timing, Tax Clarity, SmartRisk and Income InSight were created by Joe Elsasser, CFP®, a practicing financial advisor, specifically for other advisors who specialize in providing retirement advice to mass-affluent consumers.
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    Tax

    Roth Conversions Strategies Made Easy with Income InSight

    Income InSight and Roth Conversions  The Tax Cuts and Jobs Act significantly lowered marginal income tax rates for most people, and many advisors are evaluating Roth conversions for their clients. Income InSight® makes creating Roth conversion strategies easy by offering a multi-year Tax Map that shows key opportunities to convert. Use the software to select harvesting patterns and determine which options are the most tax-efficient. Show your clients the impact a Roth conversion has on their overall retirement, and how you can help them make tax-smart retirement decisions.
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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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    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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