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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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    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

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    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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