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    FinPlan Friday: A Financial Advisor's 2021 Marketing Plan

    Marketing

    FinPlan Friday: A Financial Advisor's 2021 Marketing Plan

    New Year, New Marketing Plan December is a great time to sit down and evaluate your marketing plan for the upcoming year. The right marketing can help you reach your ideal prospects and help further your clients' trust in you. But how do financial advisors do it? Learn Joe's method for how to create a marketing plan for the New Year in this month's FinPlan Friday conversation.
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    FinPlan Friday: Life Insurance

    Video

    FinPlan Friday: Life Insurance

    Life Insurance Policy Design Life insurance can be an effective tool for helping retired clients meet their goals, but it's important to consider the growth potential and funding level of the policy to really determine if life insurance is the right option for your client's specific situation. Learn more about how to make great life insurance policy decisions in our FinPlan Friday conversation with Joe.
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    FinPlan Friday: Finding the Best Clients for Your Practice

    Video

    FinPlan Friday: Finding the Best Clients for Your Practice

    Who Is Your Ideal Client? Many advisors have found success by narrowing their focus and choosing a specific niche to serve. In fact, according to a survey by TD Ameritrade, niched advisor practices showed 35% higher client growth, 25% higher revenue growth and 17% higher profit margins than non-niched financial planning practices. However, when you choose to establish a niched practice, you'll inevitably need to have some conversations about fit. Learn more about niching your practice, determining which clients are the best fit for your practice, and how to have those difficult conversations when a client isn't a fit in our FinPlan Friday conversation with Joe.
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    On-Demand Webinar: Marketing Advice for Advisors

    Marketing

    On-Demand Webinar: Marketing Advice for Advisors

    on September 8, 2020 | By Lauren Laferla, Director of Communications
    Refine Your Marketing In this rapidly changing environment, it’s crucial for advisors to adapt and find new ways to reach clients and prospects. Many smart advisors have discovered that offering educational webinars is a great way to get in front of their ideal audience, but it’s not enough to simply offer a webinar. If you’re not marketing and following-up correctly, you risk missing out on key opportunities to gain new clients. With the right webinar marketing strategy, you can get new prospects to book time on your calendar.
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    FinPlan Friday: The Best Technology for Financial Advisors

    Video

    FinPlan Friday: The Best Technology for Financial Advisors

    on September 4, 2020 | By Lauren Laferla, Director of Communications
    Is Your Financial Planning Technology Really Integrated? For years, financial technology companies have claimed they can make your life easier by integrating with your existing software solutions. Integrating "best in class" solutions seems like it would save you time, but in reality, it just leads to headaches. Many fintech solutions are built on different assumptions, leaving your "integration" to provide conflicting results. Learn more about how the right integrations make a world of difference in our FinPlan Friday conversation with Joe.
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    FinPlan Friday: Roth Conversions in 2020

    Tax

    FinPlan Friday: Roth Conversions in 2020

    Are You Doing Roth Conversions? Now, is a great time for advisors to consider doing Roth conversions since the CARES Act suspended required minimum distributions for 2020. Plus, any recovery following a significant market dip is going to come back tax-free if those assets were converted into a Roth. Learn more about Roth conversions in our FinPlan Friday conversation with Joe.
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    Announcing the Second-Annual President’s Award Winners

    Culture

    Announcing the Second-Annual President’s Award Winners

    The Covisum team is comprised of several talented people with diverse backgrounds and expertise who make the business better than any one person could do on their own. Covisum recently hosted an event to celebrate our greatest asset, our employees. At the event, Founder and President, Joe Elsasser, CFP® presented the second-annual Covisum President’s Awards.
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    Live Webinar—Roth Conversions: The Secret to Success

    Tax

    Live Webinar—Roth Conversions: The Secret to Success

    As the markets continue to recover smart advisors are looking for opportunities to convert part of a traditional IRA into a Roth IRA. There are some significant long-term tax benefits for those who convert to Roth. The recovery will be tax-free, and smaller Roth conversions early in retirement can reduce later RMDs, spreading out the tax liability more evenly throughout retirement. Join Covisum Founder and President, Joe Elsasser, CFP®, for a live webinar on Wednesday, July 29, 2020, at 1:30 p.m. CT titled, Roth Conversions: The Secret to Success.
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