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    FinPlan Friday: Finding the Best Clients for Your Practice

    Video

    FinPlan Friday: Finding the Best Clients for Your Practice

    Who Is Your Ideal Client? Many advisors have found success by narrowing their focus and choosing a specific niche to serve. In fact, according to a survey by TD Ameritrade, niched advisor practices showed 35% higher client growth, 25% higher revenue growth and 17% higher profit margins than non-niched financial planning practices. However, when you choose to establish a niched practice, you'll inevitably need to have some conversations about fit. Learn more about niching your practice, determining which clients are the best fit for your practice, and how to have those difficult conversations when a client isn't a fit in our FinPlan Friday conversation with Joe.
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    8 Valuable Financial Advising Tools

    Fintech

    8 Valuable Financial Advising Tools

    Financial services is an increasingly tech-driven industry, and it is taking place on multiple levels. Advisors recognize the importance of engaging their client base through email, social media, online account management, and other digital channels. But their clients are also expecting advisors to leverage innovative wealth management tools that improve their ability to analyze risk, plan for various retirement scenarios, and optimize tax impact to minimize their burden over time.
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    On-Demand Webinar: Marketing Advice for Advisors

    Marketing

    On-Demand Webinar: Marketing Advice for Advisors

    on September 8, 2020 | By Lauren Laferla, Director of Communications
    Refine Your Marketing In this rapidly changing environment, it’s crucial for advisors to adapt and find new ways to reach clients and prospects. Many smart advisors have discovered that offering educational webinars is a great way to get in front of their ideal audience, but it’s not enough to simply offer a webinar. If you’re not marketing and following-up correctly, you risk missing out on key opportunities to gain new clients. With the right webinar marketing strategy, you can get new prospects to book time on your calendar.
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    FinPlan Friday: The Best Technology for Financial Advisors

    Video

    FinPlan Friday: The Best Technology for Financial Advisors

    on September 4, 2020 | By Lauren Laferla, Director of Communications
    Is Your Financial Planning Technology Really Integrated? For years, financial technology companies have claimed they can make your life easier by integrating with your existing software solutions. Integrating "best in class" solutions seems like it would save you time, but in reality, it just leads to headaches. Many fintech solutions are built on different assumptions, leaving your "integration" to provide conflicting results. Learn more about how the right integrations make a world of difference in our FinPlan Friday conversation with Joe.
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    How to Develop a Roth Conversion Strategy for Your Clients

    Tax

    How to Develop a Roth Conversion Strategy for Your Clients

    Roth conversions are a great way for financial advisors to help their clients manage tax obligations in the short term while also reducing overall taxes paid during retirement. As a financial advisor, your job is to recognize when a Roth conversion can benefit your client’s wealth management strategy and to identify the specific conversion strategy that will help your client achieve their financial goals.
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    FinPlan Friday: Roth Conversions in 2020

    Tax

    FinPlan Friday: Roth Conversions in 2020

    Are You Doing Roth Conversions? Now, is a great time for advisors to consider doing Roth conversions since the CARES Act suspended required minimum distributions for 2020. Plus, any recovery following a significant market dip is going to come back tax-free if those assets were converted into a Roth. Learn more about Roth conversions in our FinPlan Friday conversation with Joe.
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    Analyzing Portfolio Risk Has Never Been Easier

    Marketing

    Analyzing Portfolio Risk Has Never Been Easier

    SmartRisk Has Been Updated! While market swings and economic downturns are a normal part of investing, the recent market volatility has caused many investors to feel uneasy and make impulsive decisions. That is why we've made major changes to our SmartRisk™ software. The newly updated SmartRisk software makes it easier to show your clients and prospects their downside exposure prior to the next significant downturn. Use the software to estimate their potential loss, and prepare clients ahead of time for situations that are likely to create behavioral mistakes. With these software changes, you can help your clients better prepare for the next market dip and avoid panicking.
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    Announcing the Second-Annual President’s Award Winners

    Culture

    Announcing the Second-Annual President’s Award Winners

    The Covisum team is comprised of several talented people with diverse backgrounds and expertise who make the business better than any one person could do on their own. Covisum recently hosted an event to celebrate our greatest asset, our employees. At the event, Founder and President, Joe Elsasser, CFP® presented the second-annual Covisum President’s Awards.
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