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    FinPlan Friday: Medicaid Awareness Month

    Video

    FinPlan Friday: Medicaid Awareness Month

    As the largest payer of long-term care in the United States, Medicaid is an important topic for advisors working with middle and upper-middle income retirees and pre-retirees. Learn more about some of the myths surrounding the program and why you need to add Medicaid to your discussions about retirement in this month's FinPlan Friday conversation with Joe.
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    How to Build Personal Connections in the Digital Age

    Marketing

    How to Build Personal Connections in the Digital Age

    Throughout the past few years, how we connect has changed. Previously, financial advisors would attract prospective clients by hosting dinners or seminars at local libraries or other educational venues. Now advisors reach out to prospects via email, webinars, and social media.
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    FinPlan Friday: The Biden Tax Plan

    Tax

    FinPlan Friday: The Biden Tax Plan

    Potential Tax Changes President Biden's tax plan includes some pretty significant changes that could impact how advisors build efficient retirement income plans. Learn more about President Biden's tax plan in our FinPlan Friday conversation with Joe.
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    On-Demand Webinar: Making Personal Connections Digitally

    Marketing

    On-Demand Webinar: Making Personal Connections Digitally

    Making Personal Connections Digitally Webinar In order to grow your business, you've undoubtedly relied on creating valuable personal relationships. Over the last few years, how we connect with each other has changed. Does building meaningful connections digitally seem daunting? Don't worry! With the right techniques, advisors have an opportunity to create genuine and profitable relationships with clients and prospects. Join Covisum's Katie Godbout, VP of Sales and Marketing and Lauren Laferla, Director of Communications for a 45-minute webinar about how to make personal connections digitally.
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    How to Generate New Leads as a Financial Advisor

    Marketing

    How to Generate New Leads as a Financial Advisor

    Whether you’re a new or established financial advisor, you know the importance of lead generation. Whereas brand-new advisors might feel greater urgency in attracting those first leads and building up their customer base, veteran advisors understand that new leads for financial advisors provide an influx of revenue needed to stabilize and grow a firm. You are likely already busy advising your clients and managing investments, and lead generation requires additional time and dedication. But the right lead gen strategy—and a commitment to some of the industry’s established best practices—can help you become more efficient in generating these leads, building more significant ROI, and reducing your overall time commitment to marketing your business.
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    How to Attract New Clients to Your Financial Advisor Practice with Fintech

    Fintech

    How to Attract New Clients to Your Financial Advisor Practice with Fintech

    Technology has already transformed how consumers think about and manage their money. From online banking and money tracking tools to investing apps and the rise of robo-advisors, the financial services industry sits at an intersection of constant innovation and change. For advisory firms used to the old-fashioned way of doing business, the transformation brought about by new financial technology (fintech) solutions can be overwhelming—and even threatening, in the case of AI-powered tools that attempt to outsource professional advising into the hands of a computer program.
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    FinPlan Friday: Changes to RMDs

    Tax

    FinPlan Friday: Changes to RMDs

    Required Minimum Distributions Recent changes to required minimum distributions (RMDs) will have a significant impact on how financial advisors construct retirement income plans. Learn more about two of the the biggest changes in our FinPlan Friday conversation with Joe.
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    4 Questions Your Clients Will Ask You About Retirement Planning Strategies

    Income Planning

    4 Questions Your Clients Will Ask You About Retirement Planning Strategies

    Your clients want a financial advisor who can fill in their own knowledge gaps and guide them toward smarter decisions about their wealth management strategies. As the business responsible for their financial well-being in retirement, advisors should be prepared with answers to the questions their clients raise over the management of these funds.
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    [UPDATED] Social Security Timing and Tax Clarity Presentations

    Marketing

    [UPDATED] Social Security Timing and Tax Clarity Presentations

    Exciting Updates! We know that many of our subscribers have been eagerly awaiting updates to our "Social Security and Retirement Income" and "Taxes in Retirement" PowerPoint presentations. We have a good news—the wait is over! You can now access the updated presentations through the marketing kit homepage.
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