Covisum Blog

CNBC: Advisors help clients tackle the complexities of Social Security

Americans nearing retirement have a lot of questions and anxiety about the Social Security program.  According to a . . .
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Announcing: The New and Improved Social Security Timing

Current Subscribers Now Have Access to Try Social Security Timing in the Covisum Portal For the past decade, Social . . .
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CNBC: Experts Weigh-In on New Social Security Proposal

Recently Nobel laureate and behavioral economist Richard Thaler suggested that individuals should be allowed to use their . . .
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On-Demand Video: Open Architecture is Dead

Our Founder Shares the Future of Fintech Recently Covisum Founder and President Joe Elsasser, CFP®, presented "Open . . .
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Tax Clarity Leaves a Lasting Impression on Prospective Clients

Demonstrate the Dollars You Add to Your Client's Retirement Strategy with Tax Clarity The first meeting with a . . .
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Find the Information You Need in Covisum's Help Center

We Are Dedicated to Providing Awesome Support Covisum wants to make it easy for our customers to find the information you . . .
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How to Convert Seminar Attendees to Clients

Seminar Success! Now What? You’ve successfully attracted people to attend your educational seminar on taxes in . . .
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Hidden Value: Probability of Success vs. Consequence of Failure

Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and . . .
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Reaching Retirees on Social Media

Social Media... Not Just for Millennials  If you use seminars to attract new prospects, social media marketing and . . .
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