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    The Extinction of the Nest Egg: Q&A

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    The Extinction of the Nest Egg: Q&A

    We sat down with Covisum Founder and President Joe Elsasser, CFP®, the author of, “The Extinction of the Nest Egg: How Successful Advisors Are Adopting a Carton Approach," to ask a few questions about his newly released white paper.
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    10 Seminar Best Practices

    Marketing

    10 Seminar Best Practices

    You know that seminars are a great way to attract prospective clients. We've created a list of 10 best practices to help you make your next seminar a success. Use these tips to attract the right prospects and polish your presentation.
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    How to Effectively Market Your Seminars with Direct Mail

    Marketing

    How to Effectively Market Your Seminars with Direct Mail

    While many industries have shifted their marketing efforts to become exclusively digital, direct mail remains an effective marketing tool for many financial advisors, and many of our advisors have found success building their brand over time with direct mailers.
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    Growth through Referrals

    Marketing

    Growth through Referrals

    Generate More Client Referrals Studies have shown that referral customers are both more profitable and loyal than normal customers - they have a higher contribution margin, retention rate and prove to be more valuable in both the short- and long-run.[1][2] Knowing that fact doesn't make it any easier to capture referrals. But the steps outlined in this article can.
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    Top 10 Blog Posts of 2019

    Culture

    Top 10 Blog Posts of 2019

    on December 31, 2019 | By Lauren Laferla, Director of Communications
    The most popular posts of 2019 are... As another year comes to a close, we decided to take a look at the blog posts that resonated with you the most. We rounded up a list of our most viewed blog posts of 2019. Take a look! Here’s what you enjoyed reading about this year.
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    The SECURE Act: What Advisors Need to Know

    In The News

    The SECURE Act: What Advisors Need to Know

    New Legislation Offers Significant Retirement Income Planning Changes The Setting Every Community Up for Retirement Enhancement Act or the SECURE Act was signed into law last week, and the new legislation offers significant retirement income planning changes. For advisors who specialize in retirement income planning, particularly for the mass-affluent, the legislation includes three major changes to review.
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    A Look Back at 2019, A Look Forward to 2020

    Culture

    A Look Back at 2019, A Look Forward to 2020

    A Note from the President Covisum Founder and President, Joe Elsasser, CFP®, highlights some of Covisum's best and biggest moments from the past year and what subscribers can look forward to in 2020.
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    On-Demand Webinar: Customizing Tax Clarity to Fit Your Practice

    Marketing

    On-Demand Webinar: Customizing Tax Clarity to Fit Your Practice

    on December 17, 2019 | By Lauren Laferla, Director of Communications
    We could tell you how great Tax Clarity® is, but sometimes you want to hear directly from another advisor who is using it in their practice. That's why we created a new guest webinar series! Every webinar will include insights from real Tax Clarity subscribers who love the software, use it regularly, and tailor it to their practice.
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