At Covisum, we’re always looking for ways to equip financial advisors with the tools, insights, and connections they need to thrive. That’s why I’m excited to introduce something new — something created for advisors, by advisors.

Welcome to Covisum Conversations.Covisum Conversations Logo

Covisum Conversations is our new quarterly webinar series designed to help you grow your retirement income planning practice by learning from those who are doing it right now — in the trenches, just like you.

Each quarter, we’ll sit down with a standout advisor who’s winning in today’s financial planning landscape. You’ll hear about what’s working, what isn’t, and how they’re navigating the same challenges and opportunities you face every day.

Whether you’re just getting started or have years of experience under your belt, these candid conversations will give you:

  • Proven strategies that are driving growth in real practices
  • Cautionary tales that will help you avoid costly missteps
  • Fresh perspective and inspiration from peers who get it

We know that sometimes the best ideas don’t come from textbooks or conference keynotes — they come from hearing how someone just like you solved a problem, tried something new, or doubled down on what matters most.

Our goal is simple: help you build a smarter, stronger retirement income practice.

We’ll be announcing our first guest and date soon, so stay tuned. I hope you’ll join us for this journey and walk away with something valuable every single time.

4/24/25 Update: Our First Guest Is Announced!

We’re thrilled to share that our inaugural Covisum Conversations guest will be Paul Dyer. Join us for a live webinar on Thursday, May 8 at 11 AM CT, where Paul will share actionable insights on:

  • Launching a tax prep business with minimal overhead

  • Proven marketing strategies to attract and retain tax clients

  • Effective methods to introduce tax clients to your financial service offerings​

Discover how adding a tax preparation service can enhance your financial advisory practice, create new revenue streams, and strengthen client relationships—all without the need to hire additional staff.

Click here to learn more and register for the webinar.

Don’t miss this opportunity to grow your practice and provide even greater value to your clients!