Identify Your Ideal Client and Grow

This week, Joe discusses the benefits of niching your financial planning practice. Advisors and firms that niche their practice achieve higher client growth, higher revenue growth, and higher profitability on average than firms and advisors who don't choose a niche. 

The Financial Planner's Guide to Client Persona Development was designed specifically to help financial advisors clearly define their niche. Download the guide to start establishing your niche and learn how you can serve that niche better than anyone else.

niche your practice vlog


FinPlan Fridays

In our new video blog series, FinPlan Fridays, Covisum® Founder and President, Joe Elsasser, CFP®, will offer his take on the issues financial advisors see every day. Joe is a practicing  financial planner with a unique perspective into the challenges for which Covisum provides technology solutions. Join us on the first Friday of every month for FinPlan Fridays, and get helpful tips to grow your financial planning practice. 

Download the guide