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    How to Harness the Power of Educational Seminars

    Marketing

    How to Harness the Power of Educational Seminars

    on June 12, 2019 | By Mike Thurman, White Glove Co-Founder
    If you’re an advisor in growth mode, you may think your competence, professionalism and ambition are enough to help you gain new clients. While those are important elements of business success, they’re not enough to fuel true growth…particularly among all the competition from up-and-coming advisors, seasoned advisors and robo-advisors. Being competent, professional and ambitious will help you survive…but you won’t thrive.
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    Roth Conversions Strategies Made Easy with Income InSight

    Tax

    Roth Conversions Strategies Made Easy with Income InSight

    Income InSight and Roth Conversions The Tax Cuts and Jobs Act significantly lowered marginal income tax rates for most people, and many advisors are evaluating Roth conversions for their clients. Income InSight® makes creating Roth conversion strategies easy by offering a multi-year Tax Map that shows key opportunities to convert. Use the software to select harvesting patterns and determine which options are the most tax-efficient. Show your clients the impact a Roth conversion has on their overall retirement, and how you can help them make tax-smart retirement decisions.
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    Forbes Finance Council: Clearing Up Misconceptions About Social Security

    In The News

    Forbes Finance Council: Clearing Up Misconceptions About Social Security

    Clearing Up Misconceptions About Social Security In a recent article for Forbes Finance Council, Covisum Founder and President Joe Elsasser, CFP® clears up some common misconceptions about the Social Security program.
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    Live Webinar: Combatting Conflicts in Your Tech Stack

    Webinar

    Live Webinar: Combatting Conflicts in Your Tech Stack

    Your Clients Want Clear Insights in their Financial Plan Are you frustrated with outputs from multiple sources that don't agree? Many advisors have a "tech stack" that includes different tools from a number of software vendors. Creating structural integrity in your financial plans is imperative. Providing clients with simple, actionable communication, that even the most analytical client can get behind, will help you grow your business.
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    A Closer Look at Income InSight: Stress Tests

    In The News

    A Closer Look at Income InSight: Stress Tests

    Provide Retirement Insights and Add Bottom Line Dollars for Your Clients Income InSight® was designed to help advisors visually answer their clients' biggest questions about retirement and quantify the value they deliver. One of the best ways our new retirement income planning platform executes this is with stress test icons. Let's take a closer look at the feature.
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    Forbes Finance Council: Understanding Financial Risk

    In The News

    Forbes Finance Council: Understanding Financial Risk

    Why You Shouldn't Just Focus On The Probability Of Success In a recent article for Forbes Finance Council, Covisum Founder and President Joe Elsasser, CFP® suggested that focusing on a probability of success is a poor method for moving people to make the best possible financial decisions.
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