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    10 Seminar Best Practices

    Marketing

    10 Seminar Best Practices

    You know that seminars are a great way to attract prospective clients. We've created a list of 10 best practices to help you make your next seminar a success. Use these tips to attract the right prospects and polish your presentation.
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    How to Effectively Market Your Seminars with Direct Mail

    Marketing

    How to Effectively Market Your Seminars with Direct Mail

    While many industries have shifted their marketing efforts to become exclusively digital, direct mail remains an effective marketing tool for many financial advisors, and many of our advisors have found success building their brand over time with direct mailers.
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    Top 10 Blog Posts of 2019

    Culture

    Top 10 Blog Posts of 2019

    on December 31, 2019 | By Lauren Laferla, Director of Communications
    The most popular posts of 2019 are... As another year comes to a close, we decided to take a look at the blog posts that resonated with you the most. We rounded up a list of our most viewed blog posts of 2019. Take a look! Here’s what you enjoyed reading about this year.
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    On-Demand Webinar: Customizing Tax Clarity to Fit Your Practice

    Marketing

    On-Demand Webinar: Customizing Tax Clarity to Fit Your Practice

    on December 17, 2019 | By Lauren Laferla, Director of Communications
    We could tell you how great Tax Clarity® is, but sometimes you want to hear directly from another advisor who is using it in their practice. That's why we created a new guest webinar series! Every webinar will include insights from real Tax Clarity subscribers who love the software, use it regularly, and tailor it to their practice.
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    On-Demand Webinar: Retirement Income Streams

    Webinar

    On-Demand Webinar: Retirement Income Streams

    on December 11, 2019 | By Lauren Laferla, Director of Communications
    The singular “nest egg” is no longer relevant. People have multiple options for saving for retirement: 401(k)s, 403(b)s, IRAs, fixed annuities, certificates of deposit and more. Additionally, many working Americans receive some retirement income from either Social Security or pensions. Modern retirement planning is less about helping clients save and manage a single nest egg and more about helping them crack the right egg at the right time.
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    Vlog: Use the Covisum Software Suite in Your Strategy Delivery Meeting

    Video

    Vlog: Use the Covisum Software Suite in Your Strategy Delivery Meeting

    on November 20, 2019 | By Lauren Laferla, Director of Communications
    Client Strategy Delivery Meeting Have you ever wondered how Covisum President and Founder, Joe Elsasser, CFP® uses the software in his own financial planning practice? In this video series, Joe shares his process and how he uses the Covisum software suite to add value in a variety of different client meetings. This week, Joe focuses on how he uses the software in his plan delivery meeting to quickly illustrate his recommendations.
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    New White Paper: The Extinction of the Nest Egg

    Free Download

    New White Paper: The Extinction of the Nest Egg

    on November 18, 2019 | By Lauren Laferla, Director of Communications
    How Successful Advisors Are Adopting a Carton Approach Covisum’s new white paper, “The Extinction of the Nest Egg: How Successful Advisors Are Adopting a Carton Approach,” discusses a shift in the concept of a retirement nest egg to a carton approach. A modern retirement strategy actually reflects multiple income streams and how income is withdrawn can be tricky to navigate.
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