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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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    On-Demand Webinar: Marketing Your Retirement Planning Practice

    Marketing

    On-Demand Webinar: Marketing Your Retirement Planning Practice

    Creating a marketing strategy is a key component for the success of your business. In this era of constant communication and instant notification, marketing is even more important than it’s ever been before. Recently our Director of Sales and Marketing, Katie Godbout, hosted a webinar to help advisors develop and execute an effective marketing strategy. The webinar is now is now available for on-demand viewing. Watch the webinar when and where it's convenient for you.
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    Hidden Value: Tax-Smart Charitable Giving Strategies for the New Tax Era

    In The News

    Hidden Value: Tax-Smart Charitable Giving Strategies for the New Tax Era

    on September 14, 2019 | By Lauren Laferla, Director of Communications
    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 tax-smart strategies for charitable giving.
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    Live Webinar: Marketing Your Retirement Planning Practice

    Marketing

    Live Webinar: Marketing Your Retirement Planning Practice

    on September 13, 2019 | By Lauren Laferla, Director of Communications
    Do you want help marketing your financial planning practice? Join Covisum's Director of Sales and Marketing, Katie Godbout, on September 26, 2019 at 1:30 p.m. Central Time for a free webinar. Learn how to develop and execute an effective marketing strategy that will help you grow your retirement planning practice.
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    FinPlan Friday: Debt in Retirement

    Tax

    FinPlan Friday: Debt in Retirement

    on September 6, 2019 | By Lauren Laferla, Director of Communications
    Navigating Debt in Retirement Most advisors will encounter at least one client with debt in retirement. Sometimes this can be beneficial, but other times it can weigh down a client's retirement investment strategy. Learn how to navigate these unique client situations this week in our FinPlan Friday discussion with Joe.
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    The Value of the Tax Map for Your Clients

    Tax

    The Value of the Tax Map for Your Clients

    Covisum's software started out as services in my own financial planning practice. We use Tax Clarity® at least once per year with every client, mainly because skipping it just doesn’t make sense. Let me explain our thought process: We get at least one client referral each year to provide a Tax Map and advice on a tax-efficient retirement. The lifetime value of a client to our practice is over $15,000. It’s a no brainer to spend $960 on software to make that happen.
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    7 Steps to Fantastic Financial Planning Seminars: On-Demand Webinar

    Video

    7 Steps to Fantastic Financial Planning Seminars: On-Demand Webinar

    7 Steps to Fantastic Financial Planning Seminar Educational seminars can be a fantastic marketing tool, but it requires a certain level of training and skill to be successful with financial planning seminars. Learn powerful tricks and tips that will drive your results to new levels of success.
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    Clearing up the Annuity Bonus Confusion

    In The News

    Clearing up the Annuity Bonus Confusion

    Bonus. Sounds great, right? It sounds like “extra.” Getting a bonus is a good thing… right?It’s easy to understand why bonus annuities can be appealing to consumers. For years, annuity carriers have offered bonus annuity contracts, offering an up-front dollar figure that’s added to the account value, usually upon issue of the contract. This annuity bonus amount is commonly based on a percentage of premium. For example, if an annuity is started with an initial $100,000 premium, and the bonus is 10 percent, then $10,000 will be added to contract value on day one for a total contract value of $110,000.
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