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    Vlog: Use the Covisum Software Suite in Your Initial Interest Meeting

    Video

    Vlog: Use the Covisum Software Suite in Your Initial Interest Meeting

    Initial Interest Meeting Have you ever wondered how Covisum President and Founder, Joe Elsasser, CFP® uses the software in his own financial planning practice? In this new video series, Joe shares his process and how he uses the Covisum software suite to add value in a variety of different client meetings. In this first video blog post, Joe walks us through an initial interest meeting with a prospective client.
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    Announcing: The New and Improved Tax Clarity

    Tax

    Announcing: The New and Improved Tax Clarity

    Current Subscribers Now Have Access to The New Tax Clarity Save and compare as many alternates as you want and experience our new, cleaner interface with easier data entry and a better user experience. Current Tax Clarity subscribers can view the new features and enter client data in the updated Tax Clarity by visiting portal.covisum.com. Log in using your original credentials.
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    Hidden Value: Year-End Tax Opportunities

    In The News

    Hidden Value: Year-End Tax Opportunities

    While this time of year can be a busy one for advisors and clients alike, it’s important for advisors to take a closer look at where clients are likely to end the year from a tax perspective. You won’t be able to take advantage of these opportunities after Dec. 31.
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    FinPlan Friday: End of Year Tax Moves

    Tax

    FinPlan Friday: End of Year Tax Moves

    Tax-Efficient Planning for the End of 2019 As 2019 winds to a close, it's important to evaluate where your clients are likely to end the year from a tax perspective. Learn which opportunities you should look out for this week in our FinPlan Friday discussion with Joe.
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    Exciting News—We're Moving!

    Culture

    Exciting News—We're Moving!

    We are moving! The Covisum team is growing rapidly and we are very excited to announce that we are moving to a bigger space to better serve our customers.
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    Retirees Should Talk To Their Advisor Before Taking Out An Auto Loan

    In The News

    Retirees Should Talk To Their Advisor Before Taking Out An Auto Loan

    Forbes Finance Council: Financing Vehicles in Retirement In a recent article for Forbes Finance Council, Covisum Founder and President Joe Elsasser, CFP®, outlined some of the unexpected expenses retirees can encounter when buying an automobile and stressed the importance of talking with financial advisor about tax-efficient planning before financing a vehicle in retirement.
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    Hidden Value: Choose a Niche for Your Financial Planning Practice

    Free Download

    Hidden Value: Choose a Niche for Your Financial Planning Practice

    Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights that advisors and their clients may not have considered. This week, Joe discusses the benefits of choosing a niche for your financial planning practice.
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    FinPlan Friday: Financial Planning Techniques to Differentiate Your Practice

    Video

    FinPlan Friday: Financial Planning Techniques to Differentiate Your Practice

    Set Your Practice Apart In this crowded industry, it can be difficult for clients to see the differences between the financial advice you provide and the "advice" from the advisor down the street. Learn how you can differentiate your practice from the competition with financial planning techniques that make a meaningful difference for the client this week in our FinPlan Friday discussion with Joe.
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