Covisum Blog

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.