Blog (42)

In The News

Advisor Perspectives Article

on March 9, 2017 | By Katie Godbout, Vice President of Sales & Marketing

New tools to prove you acted as a fiduciary Bob Veres recently conducted a review of SmartRisk Pro, one of the risk tools Covisum recently acquired through PrairieSmarts.

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Featured Advisor: Jeremy Armagost

on February 25, 2017 | By Katie Godbout, Vice President of Sales & Marketing

Jeremy Armagost, CFP® RICP® has earned his Master's Degree in Financial Planning from the College for Financial Planning. He has also earned the RICP® designation which is an advanced designation dealing with retirement income planning.

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In The News

Covisum Acquires PrairieSmarts’ risk tools to bring enhanced suite of retirement planning tools

on February 20, 2017 | By Katie Godbout, Vice President of Sales & Marketing

PrairieSmarts’ risk and compliance tools to join Covisum’s line up of Social Security Timing and Tax Clarity solutions for financial professionals.

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Risk

We’re adding portfolio risk to our expertise

on February 20, 2017 | By Katie Godbout, Vice President of Sales & Marketing

The Quant: Renaud “Ron” Piccinini, PhD Covisum is excited to announce that we’ve added Ron Piccinini to our team as director of product development. Ron has spent the last 10 years building world-class risk systems, successfully supporting tens of billions of dollars of assets.

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In The News

Marketing Strategy for Financial Advisors

on February 15, 2017 | By Katie Godbout, Vice President of Sales & Marketing

Reaching out to new customers and growing your client base is a challenge in any industry. Retirement planning is no exception. Clients are looking for a long-term relationship with a trusted advisor, which means your marketing strategy needs to communicate a sense of trust and expertise right away when you have your audience’s attention. One of the most important aspects of a marketing strategy is a business strategy. In order to maximize your success, I recommend basing your marketing plan off of your business plan.

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