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    Advisor Anecdotes: Scheduling Virtual Client Meetings

    Video

    Advisor Anecdotes: Scheduling Virtual Client Meetings

    Covisum Founder and President, Joe Elsasser, CFP®, is also practicing financial advisor. In our new vlog series, Advisor Anecdotes, Joe will offer his unique perspective on current events, practice management best practices, financial technology, and everything in-between. Episode One: Scheduling Virtual Client Meetings
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    Five Reasons You Should Offer a Taxes in Retirement Webinar

    Marketing

    Five Reasons You Should Offer a Taxes in Retirement Webinar

    Around the world, normal business operations have been disrupted. Financial advisors face the same struggles as everyone else. Social distancing has made it impossible to hold in-person client meetings, and advisors who host educational seminars to find new prospects have been unable to do so. But with change, good or bad, opportunities arise. This new environment has created an opportunity to try educational webinars. Webinars can be just as effective as in-person seminars to help you attract prospects, if you do them correctly.
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    NEW “Taxes in Retirement” Marketing Kit

    Marketing

    NEW “Taxes in Retirement” Marketing Kit

    You’ve got retirees to help—we’ve got you! We know that times are really tough for a lot of people, especially our older population. That’s why we are giving our Tax Clarity® subscribers some new resources for free. We've created an extensive marketing kit with downloads, templates and videos to help you communicate with clients and prospects.
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    FinPlan Friday: Tax Techniques for Down Markets

    In The News

    FinPlan Friday: Tax Techniques for Down Markets

    Planning Options in a Down Market Now that we’re in a bear market, there are a few techniques advisors can use to alleviate the burden on clients. Roth conversions are going to be particularly valuable because the funds will recover tax-free. Doing Roth conversions can spread out the tax liability earlier in retirement. Right now, there are no required minimum distributions under current rules for Roth IRAs, so it’s a good time to consider accelerating off Roth IRA and Roth conversions. Learn more about the best tax techniques for down markets in our FinPlan Friday discussion with Joe.
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    Hidden Value: Tax-Aware Retirement Planning Is Not ‘Tax Advice’

    In The News

    Hidden Value: Tax-Aware Retirement Planning Is Not ‘Tax Advice’

    This week in his Hidden Value column for ThinkAdvisor, Joe Elsasser, CFP®, discusses the difference between tax-aware retirement planning and "tax advice," and why advisors can, and should, talk taxes with clients.
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    On-Demand Webinar: Opportunities For Roth Conversions With Tax Clarity

    Marketing

    On-Demand Webinar: Opportunities For Roth Conversions With Tax Clarity

    It's one thing to hear Covisum tell you how great Tax Clarity® is, but wouldn't it be helpful to hear directly from another advisor who is using it in their practice? Watch this webinar presented by Tax Clarity subscriber David Lloyd, CFP® and Covisum® Founder and President, Joe Elsasser, CFP® to see a case study highlighting some real-life opportunities for clients through Roth conversions.
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    Hidden Value: Are Your Clients Buckled Up for Market Chaos?

    In The News

    Hidden Value: Are Your Clients Buckled Up for Market Chaos?

    This week, Joe Elsasser, CFP®, discusses market volatility and how the right conversations about market risk can help your clients see the full picture and avoid making rash decisions in his Hidden Value column for ThinkAdvisor.
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    FinPlan Friday: Give Retirement Advice That is Tax-Sensitive

    Tax

    FinPlan Friday: Give Retirement Advice That is Tax-Sensitive

    Tax-Aware Retirement Advice Taxes are a critical piece in retirement planning, yet most financial advisors avoid discussing the topic entirely out of fear violating federal regulations or industry standards that limit who can provide "tax advice." Lumping anything tax-related into "tax advice," however, is a disservice to the client. Learn how to give retirement advice that is tax-sensitive without crossing the line into tax advice in our FinPlan Friday discussion with Joe.
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    A Recap of the 2020 T3 Advisor Conference

    In The News

    A Recap of the 2020 T3 Advisor Conference

    The Covisum team recently returned home after spending a week in warm, sunny San Diego, CA for the 2020 T3 Advisor Conference. T3 creates space for innovation and collaboration with some of the best and brightest in fintech. It’s a great place to see the innovations from other financial technology companies, find opportunities to collaborate, meet with early tech adopters, and release exciting news. Here's a quick recap of all the Covisum news from the conference.
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