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    Top 10 Blog Posts of 2019

    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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    Marketing

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

    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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    Joe Elsasser

    On-Demand Webinar: Retirement Income Streams

    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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    Joe Elsasser

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

    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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    Free Download

    New White Paper: The Extinction of the Nest Egg

    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 A modern retirement strategy actually reflects multiple income streams and how income is withdrawn can be tricky to navigate.
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    Marketing

    Live Webinar: Navigating Multiple Retirement Income Streams

    What Advisors Need to Account For Join Covisum® Founder and President, Joe Elsasser, CFP® on Wednesday, December 4, 2019 at 1:30 p.m. Central Time for a free webinar. Learn how to help your clients navigate multiple retirement income streams and how to create thorough retirement strategies that add value every step of the way.
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    Joe Elsasser

    Vlog: Use the Covisum Software Suite in Your Follow-Up Client Meeting

    Follow-Up Client Meeting Have you ever wondered how Covisum President and Founder, Joe Elsasser, CFP® uses the software in his own financial planning practice? In this new video series, Joe shares his process and how he uses the Covisum software suite to add value in a variety of different client meetings. In this video blog post, Joe walks us through how he uses the software in his follow-up client meeting to test possible solutions for the client's specific situation.
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    Joe Elsasser

    Vlog: Use the Covisum Software Suite in Your Initial Interest Meeting

    Initial Interest Meeting Have you ever wondered how Covisum President and Founder, Joe Elsasser, CFP® uses the software in his own financial planning practice? In this new video series, Joe shares his process and how he uses the Covisum software suite to add value in a variety of different client meetings. In this first video blog post, Joe walks us through an initial interest meeting with a prospective client. 
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