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 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.
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