Blog (18)

Marketing

10 Seminar Best Practices

on January 20, 2020 | By Lauren Laferla, Director of Communications

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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Marketing

How to Effectively Market Your Seminars with Direct Mail

on January 16, 2020 | By Lauren Laferla, Director of Communications

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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Marketing

Growth through Referrals

on January 7, 2020 | By Katie Godbout, Vice President of Sales & Marketing

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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Culture

The SECURE Act: What Advisors Need to Know

on December 26, 2019 | By Joe Elsasser, CFP®, Founder and President of Covisum

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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Culture

A Look Back at 2019, A Look Forward to 2020

on December 23, 2019 | By Joe Elsasser, CFP®, Founder and President of Covisum

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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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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Webinar

On-Demand Webinar: Retirement Income Streams

on December 11, 2019 | By Lauren Laferla, Director of Communications

The singular “nest egg” is no longer relevant. People have multiple options for saving for retirement: 401(k)s, 403(b)s, IRAs, fixed annuities, certificates of deposit and more. Additionally, many working Americans receive some retirement income from either Social Security or pensions. Modern retirement planning is less about helping clients save and manage a single nest egg and more about helping them crack the right egg at the right time.

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Covisum Blog

Financial industry news, expert insights and best practices to help you grow your financial planning practice.

Marketing

10 Seminar Best Practices

Marketing

How to Effectively Market Your Seminars with Direct Mail

Marketing

Growth through Referrals

Culture

Top 10 Blog Posts of 2019

In The News

The SECURE Act: What Advisors Need to Know

Culture

A Look Back at 2019, A Look Forward to 2020

Marketing

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

Webinar

On-Demand Webinar: Retirement Income Streams

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