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Marketing

10 Seminar Best Practices

You know that seminars are a great way to attract prospective clients. We've created a list of 10 best practices to help you make your next seminar a success. Use these tips to attract the right prospects and polish your presentation. 
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Marketing

How to Effectively Market Your Seminars with Direct Mail

While many industries have shifted their marketing efforts to become exclusively digital, direct mail remains an effective marketing tool for many financial advisors, and many of our advisors have found success building their brand over time with direct mailers.
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Marketing

Growth through Referrals

Generate More Client Referrals Studies have shown that referral customers are both more profitable and loyal than normal customers - they have a higher contribution margin, retention rate and prove to be more valuable in both the short- and long-run.[1][2] Knowing that fact doesn't make it any easier to capture referrals. But the steps outlined in this article can.
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Culture

Top 10 Blog Posts of 2019

The most popular posts of 2019 are... As another year comes to a close, we decided to take a look at the blog posts that resonated with you the most. We rounded up a list of our most viewed blog posts of 2019. Take a look! Here’s what you enjoyed reading about this year.
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In The News

The SECURE Act: What Advisors Need to Know

New Legislation Offers Significant Retirement Income Planning Changes The Setting Every Community Up for Retirement Enhancement Act or the SECURE Act was signed into law last week, and the new legislation offers significant retirement income planning changes. For advisors who specialize in retirement income planning, particularly for the mass-affluent, the legislation includes three major changes to review.
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Joe Elsasser

A Look Back at 2019, A Look Forward to 2020

A Note from the President Covisum Founder and President, Joe Elsasser, CFP®,  highlights some of Covisum's best and biggest moments from the past year and what subscribers can look forward to in 2020.
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Marketing

On-Demand Webinar: Customizing Tax Clarity to Fit Your Practice

We could tell you how great Tax Clarity® is, but sometimes you want to hear directly from another advisor who is using it in their practice. That's why we created a new guest webinar series! Every webinar will include insights from real Tax Clarity subscribers who love the software, use it regularly, and tailor it to their practice. 
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Joe Elsasser

On-Demand Webinar: Retirement Income Streams

The singular “nest egg” is no longer relevant. People have multiple options for saving for retirement: 401(k)s, 403(b)s, IRAs, fixed annuities, certificates of deposit and more. Additionally, many working Americans receive some retirement income from either Social Security or pensions. Modern retirement planning is less about helping clients save and manage a single nest egg and more about helping them crack the right egg at the right time.
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