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    Ask Our Director of Marketing: Q & A on Generating Leads for Your Financial Planning Business

    Marketing

    Ask Our Director of Marketing: Q & A on Generating Leads for Your Financial Planning Business

    Sometimes, advisors who are considering a subscription to Covisum software have questions about how to use our tools and resources to market their financial planning business. Our tools can make a big impact for financial advisors — especially those serving mass-affluent retirees and those in retirement transition. Financial advisors and institutions rely on Covisum’s software, resources and successful marketing tactics to streamline their practices, offer actionable insights and guide clients to make the best financial decisions. This week, an advisor evaluating our software asked Katie Godbout, Covisum's Director of Sales and Marketing, a question about lead generation and inspired her to write this post.
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    Hidden Value: Think You Know the Capital Gains Tax Rate? Think Again.

    In The News

    Hidden Value: Think You Know the Capital Gains Tax Rate? Think Again.

    Hidden Value is a new column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week he discusses the common belief that the tax rate is 15% on capital gains, and how the tiered bracket structure of qualified dividends and long-term capital gains can actually create some unique opportunities.
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    Frequently Asked Questions About SmartRisk

    Risk

    Frequently Asked Questions About SmartRisk

    on November 16, 2018 | By Lauren Laferla, Director of Communications
    Q: What does SmartRiskTM do? A: SmartRisk uses a heavy-tailed model to provide more precise portfolio risk measurement, because the actual risk of big losses in client portfolios is much greater than the standard deviation calculation would suggest. SmartRisk doesn’t show what we think will happen; it’s what could happen. This more realistic estimate of risk allows advisors to have a conversation with the client in advance of the next downturn, and set reasonable expectations. In addition, once an advisor sees that much larger downside possibility, they can start looking for ways to mitigate the risk.
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    On-Demand Webinar,

    Tax

    On-Demand Webinar, "Last Minute Tax Moves: What Advisors Need to Know"

    on November 14, 2018 | By Lauren Laferla, Director of Communications
    Covisum is hosting a free webinar on December 5 at 11:00 a.m. Central Time where advisors can learn how to optimize year-end tax opportunities for clients. Your clients have until the end of the year to harvest from an IRA, execute a Roth conversion, or take a capital loss. Join Joe Elsasser, CFP®, President and Founder of Covisum for this timely discussion.
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    Forbes Finance Council: Three Reasons A Gig Economy Is Overvalued

    In The News

    Forbes Finance Council: Three Reasons A Gig Economy Is Overvalued

    on November 12, 2018 | By Lauren Laferla, Director of Communications
    In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, suggests that despite a recent resurgence, the gig economy may not be nearly as beneficial for the individual or the company as previously suggested. While a gig economy lowers fixed costs for businesses and provides more autonomy for people to do the work they want to do, the negatives far outweigh the benefits. Here's an excerpt:
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    Hidden Value: 4 Ways Advisors Can Support Clients With Dementia

    In The News

    Hidden Value: 4 Ways Advisors Can Support Clients With Dementia

    Hidden Value is a new column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week he offers suggestions for financial advisors who may be advising an elderly client in the early stages of dementia. Advisors can do a few things to make this difficult situation easier and add additional value to their most vulnerable clients.
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