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    FinPlan Friday: Financial Planning Techniques to Differentiate Your Practice

    Set Your Practice Apart In this crowded industry, it can be difficult for clients to see the differences between the financial advice you provide and the "advice" from the advisor down the street. Learn how you can differentiate your practice from the competition with financial planning techniques that make a meaningful difference for the client this week in our FinPlan Friday discussion with Joe.
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    Marketing

    On-Demand Webinar: Marketing Your Retirement Planning Practice

    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. Recently our Director of Sales and Marketing, Katie Godbout, hosted a webinar to help advisors develop and execute an effective marketing strategy. The webinar is now is now available for on-demand viewing. Watch the webinar when and where it's convenient for you.
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    In The News

    Hidden Value: Tax-Smart Charitable Giving Strategies for the New Tax Era

    Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights that advisors and their clients may not have considered. This week, Joe discusses tax-smart strategies for charitable giving.
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    Marketing

    Live Webinar: Marketing Your Retirement Planning Practice

    Do you want help marketing your financial planning practice? Join Covisum's Director of Sales and Marketing, Katie Godbout, on September 26, 2019 at 1:30 p.m. Central Time for a free webinar. Learn how to develop and execute an effective marketing strategy that will help you grow your retirement planning practice.
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    Tax

    FinPlan Friday: Debt in Retirement

    Navigating Debt in Retirement Most advisors will encounter at least one client with debt in retirement. Sometimes this can be beneficial, but other times it can weigh down a client's retirement investment strategy. Learn how to navigate these unique client situations this week in our FinPlan Friday discussion with Joe.
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    Video

    7 Steps to Fantastic Financial Planning Seminars: On-Demand Webinar

    7 Steps to Fantastic Financial Planning Seminar Educational seminars can be a fantastic marketing tool, but it requires a certain level of training and skill to be successful with financial planning seminars. Learn powerful tricks and tips that will drive your results to new levels of success.
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    In The News

    Hidden Value: Exposing the Annuity Bonus Trap

    Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights that advisors and their clients may not have considered. This week, Joe discusses the annuity bonus trap, the misleading nature of annuity bonuses, and how advisors can add value to their clients by exposing them for what they are—advances on future earnings.
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