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    Video

    On-Demand Video: Open Architecture is Dead

    Our Founder Shares the Future of Fintech Recently Covisum Founder and President Joe Elsasser, CFP®, presented "Open Architecture is Dead" at the T3 Advisor Tech Conference in Denton, Texas. The presentation is now available for on-demand viewing.
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    Marketing

    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 prospective client is a crucial one. You have a short window to build a connection and really show the value you can add to their retirement plan. Follow this step-by-step process to increase the number of prospective clients who want to work with you.
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    Support

    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 need. We want to help you spend less time looking for answers and more time growing your business or doing the things you enjoy.
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    Marketing

    How to Convert Financial Planning Seminar Attendees to Clients

    Financial Planning Seminar Success! Now What? You’ve successfully attracted people to attend your educational financial planning seminar, the next question is naturally, “What’s next?” Your follow-up and follow-through are critical to converting these prospects into clients. If you cannot demonstrate your value clearly in these initial interactions following the seminar, you risk losing your hard work and investment into the financial planning seminar. These would-be clients won’t even make it to your office. Or worse — after meeting with you, they could be disappointed and spread a negative opinion of you, soiling your reputation. But you can earn their business for years to come, if you follow-up and follow-through correctly.
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    In The News

    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 their clients may not have considered. This week he takes a closer look at Monte Carlo simulations.
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    Marketing

    Reaching Retirees on Social Media

    Social Media... Not Just for Millennials If you use financial planning seminars to attract new prospects, social media marketing and advertising can be an effective tool to help you take those seminars online, promote your event and help your firm grow.
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