Covisum Blog

Here are some talking points that will help you discuss the value you can add for clients when you use the Covisum tech stack Advisors ask us all the time, "How do I use your software to help me attract new clients?" And we've written extensively about marketing best practices. The guides, templates, and checklists we've created for you are helpful, but what do you do with all of it? How do you transition from strategy to execution? And how do you ensure that what you are communicating to your clients aligns with the benefits you provide?

Sometimes, advisors who are considering a subscription to Covisum software have questions about how to use our tools and resources to market their financial planning business. Our tools can make a big impact for financial advisors — especially those serving mass-affluent retirees and those in retirement transition. Financial advisors and institutions rely on Covisum’s software, resources and successful marketing tactics to streamline their practices, offer actionable insights and guide clients to make the best financial decisions. This week, an advisor evaluating our software asked Katie Godbout, Covisum's Director of Sales and Marketing, a question about lead generation and inspired her to write this post.