JoeElsasser0.pngIt's no secret, Joe Elsasser, our company president uses Covisum technology to reinforce measurable value for his own clients in his personal financial practice. He was recently quoted in Financial Planning:

“Clients are more apt to refer when they can clearly use and articulate to others how much money they saved in taxes by implementing a particular strategy or will realize by claiming Social Security in a certain way,” he says.

“We get referrals from clients and CPAs, because they’ve experienced our services and can articulate some sort of measurable value,” Elsasser said. “In our initial client meeting, we always explain specifically, the type of client we work with, so the expectation is that if they see a fit for themselves, they will also be able to see a fit for friends or family who have similar issues.”

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