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    Will Siri Take Your Job?

    In The News

    Will Siri Take Your Job?

    Technology and the future of your practice Technology is advancing faster than ever before. Who knew that dial-up internet would morph into voice assistants like Siri and Alexa? For financial advisors, this breakneck pace makes you wonder: is a nameless robo-advisor after my clients, or are clients just going to start asking Siri for financial advice?
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    Hidden Value: How Do You Compare Two Financial Plans?

    In The News

    Hidden Value: How Do You Compare Two Financial Plans?

    Hidden Value is a new column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week Joe tackles how to compare two financial plans.
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    Forbes Finance Council: Key Questions to Ask When Choosing a Niched Financial Advisor

    In The News

    Forbes Finance Council: Key Questions to Ask When Choosing a Niched Financial Advisor

    In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, touts the many benefits of choosing a niched financial practice. Niched financial practices have defined specifically which clients they will work with and what services they can provide to make them the best option for those clients. Choosing an advisor who focuses on your particular niche is crucial when it comes to understanding your specific needs and answering any questions you may have comprehensively.
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    ThinkAdvisor: A Major Shift is Coming in How Advisors Use Fintech

    In The News

    ThinkAdvisor: A Major Shift is Coming in How Advisors Use Fintech

    In a recent article for ThinkAdvisor, Covisum President, Joe Elsasser, CFP®, suggested that full integration will overtake open architecture as the theme of the next decade. When financial tech begins to provide full integration, it will enable greater efficiency and the ability to provide mass-customization processes in financial firms. Highly customized, quality advice will be more affordable to the mass affluent, while still adding value for the consumer.
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    Thriving Through Changing Times

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    Thriving Through Changing Times

    Is your business thriving? The 2018 FA Insight Study recently published by TD Ameritrade Institutional states that firms with a specific target market are achieving greater rates of growth and profitability than their peers — the median operating profit margin was 18% greater and the median annual client growth was 35% greater. Are you attracting the right prospects and enchanting them by meeting their every expectation?
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    The Tailored Fit: Q&A

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    The Tailored Fit: Q&A

    We sat down with Covisum President Joe Elsasser, CFP®, the author of, “The Tailored Fit: How Advisors Can Use Technology to Mass-Customize Financial Planning,” to ask a few questions about his newly released white paper.
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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

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    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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