Covisum® Founder and President, Joe Elsasser, CFP®, recently launched the first of a 7-part webinar series scheduled monthly through September. The series focuses on highlighting the framework used by top advisors to grow their practices by delivering dramatic value to their clients.

In this first webinar Joe discussed:

  1. How to tie Social Security planning, tax-efficient retirement withdrawals and risk management into a cohesive picture that answers the big questions that deliver a confident transition into retirement. You'll leave with a framework that can be easily explained to clients, and implemented with a variety of different software tools (though we humbly believe ours is the most efficient!)
  2. Why this process has been central to the achievement of 3 consecutive years of NPS scores over 80 (compared to an industry average of 40) and annual client referral rates above 10%.
  3. How the next 6 sessions that dive deeper into individual components of the process can have a dramatic impact on your practice in 2024.
Watch the webinar


This insightful series will help build strong relationships with your clients, deliver unparalleled value, and grow your practice. Don't miss this opportunity to take your practice to the next level. Watch the first webinar and then register for the series! Next webinar is Thursday, April 11 at 11 AM Central and will focus on diving deeper into Social Security and why it's critical to tax planning.