Start Your Free Trial
Contact Us
Browse by topic
Search our blog
    On-demand webcast: how to talk risk with clients

    Risk

    On-demand webcast: how to talk risk with clients

    The advisor and the quant What do clients need to know about risk? Is a portfolio too risky? When and how should you rebalance? In this on-demand webcast, advisor Joe Elsasser, CFP®, and quant Ron Piccinini, Ph.D., shed light on portfolio risk topics that are important for building trust with your clients. Effectively estimating and communicating a client's risk can help them avoid behavioral mistakes, significantly impacting their bottom line.
    Read
    The Three Biggest Problems CPAs Face & How You Can Help Solve Them

    In The News

    The Three Biggest Problems CPAs Face & How You Can Help Solve Them

    A symbiotic relationship between CPAs and financial advisors can prove beneficial for your clients - as well as both businesses. Building this kind of relationship can provide balance that would otherwise be missing.
    Read
    Charting the retirement course on Covisum's Tax Map

    In The News

    Charting the retirement course on Covisum's Tax Map

    Case Study: The Real Tax System John and Jane are married and will be filing jointly. They are both over 65 years old. They have $50,000 in combined Social Security assets, $15,000 of net long-term capital gains, and $25,000 in IRA distributions.
    Read
    Covisum featured in InvestmentNews

    Tax

    Covisum featured in InvestmentNews

    Retirement taxes are not for sissies Opportunities abound for advisers schooled in tax-efficient withdrawals Covisum's president, Joe Elsasser, was quoted in InvestmentNews. Here's an excerpt: "Taxes are a critical piece in retirement planning, yet most financial advisers avoid discussing the topic for several reasons," writes Joe Elsasser, founder of Covisum, a training and software company that helps advisers create retirement income plans through smart Social Security claiming strategies and tax-efficient withdrawals." Read the full article.
    Read
    How to approach ‘A Fine Mess’ of a tax code before Trump reform

    Free Download

    How to approach ‘A Fine Mess’ of a tax code before Trump reform

    Following the failed attempt to repeal and replace the Affordable Care Act, President Trump signaled that his next big effort would be to reform the tax code. But a few weeks later, he said an overhaul of the tax code would be pushed back so another attempt to repeal Obamacare would be a priority.
    Read
    Closing the deal: first meeting must-do’s

    Free Download

    Closing the deal: first meeting must-do’s

    Contributed by Joe Elsasser, CFP® president of Covisum You've done it. You've created a business and marketing plan. You've promoted your seminar, successfully filling the room with the right audience. Several potential clients have reached out to you to follow up and create retirement plans for them. Success! But, wait. How will you close the deal? Preparing for your initial meeting with a prospect is critical. We break it down into easy steps.
    Read
    How to Generate the Right Leads for Your Financial Planning Practice

    Free Download

    How to Generate the Right Leads for Your Financial Planning Practice

    Recently, we talked about how to create a strategic financial advisor marketing plan. Now, let's build on that.
    Read

    Stay Connected

    Access industry news, expert insights, best practices, free downloads and more.

    444 Regency Parkway Dr. Suite 201 Omaha, NE 68114

    Contact Us

    SOC 2 T2 Logo

    © 2010 – 2025 Covisum®. All Rights Reserved. For advisor use only. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. Terms and Conditions | Privacy Policy