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    The Shift Away From Open Architecture in Fintech

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    The Shift Away From Open Architecture in Fintech

    In his recent white paper, “The Tailored Fit: How Advisors Can Use Technology to Mass-Customize Financial Planning,” Covisum President, Joe Elsasser CFP®, examines the shift from open architecture to full integration.
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    New White Paper Examines How Advisors Can Use Technology to Mass-Customize Financial Planning

    Free Download

    New White Paper Examines How Advisors Can Use Technology to Mass-Customize Financial Planning

    Covisum’s new white paper, “The Tailored Fit: How Advisors can use Technology to Mass-Customize Financial Planning,” takes a closer look at how new technological tools will change the current landscape for financial advisors.
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    ThinkAdvisor: Covisum's Advisor and Quant Discuss the 4% Rule

    In The News

    ThinkAdvisor: Covisum's Advisor and Quant Discuss the 4% Rule

    In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. This week, we asked Joe and Ron to discuss, the 4% rule.
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    Build Your Credibility with the Power of Earned Media

    Marketing

    Build Your Credibility with the Power of Earned Media

    People trust their local news outlets and the journalists who run them. In this era of skepticism and ‘fake news,’ surveys show local news beats out national news when it comes to trust. That trustworthiness and credibility transfers to the experts interviewed on the local news. You can harness this power, build your brand and increase exposure for your financial practice through earned media interviews. Let’s start by answering some of the top questions about earned media:
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    A Closer Look at the New Tax Clarity Updates: Dependent Tax Credit

    In The News

    A Closer Look at the New Tax Clarity Updates: Dependent Tax Credit

    At the beginning of April, Covisum rolled out four new features to the Tax Clarity® software. The new dependent tax credit feature allows advisors to demonstrate the impact of the revised dependent tax credit, including for dependents over the age of 16
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    Forbes Finance Council: The Truth About Portfolio Risk Exposure

    In The News

    Forbes Finance Council: The Truth About Portfolio Risk Exposure

    In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, addressed common misconceptions surrounding financial risk and the dangers of relying on an outdated financial risk model.
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    Achieving Business Goals Through Marketing

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    Achieving Business Goals Through Marketing

    An introductory guide to marketing for financial advisors By Katie Godbout, Director of Sales & Marketing 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. If you think that a marketing plan is just an email newsletter or a Facebook page, get ready to change your mind. Marketing strategy and business strategy go hand-in-hand, and if you have goals to grow your financial planning practice, this eBook offers the framework to do it.
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    Review This Checklist Before Hosting Your Next Financial Planning Seminar

    In The News

    Review This Checklist Before Hosting Your Next Financial Planning Seminar

    When done correctly, educational financial planning seminars are a great way to attract new clients. Start the planning process by reviewing this checklist and make your next seminar a success.
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