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    Katie Godbout

    Building a High-Quality Email Distribution List for Your Financial Planning Practice

    Acquiring email leads as a financial advisor isn’t a quick, easy process. It takes patience, hard work, and the right strategy. There are many different ways to increase lead generation for your financial planning practice, such as email marketing, gated content, in-person networking, newsletters, inbound marketing, referrals, social media, and more. A quality email marketing list can make or break your financial planning practice, but it’s not all about the numbers — think quality over quantity. Getting your information in front of the right people is vital. Sending unwanted emails to the wrong people wastes valuable time and resources, and it won’t help grow your practice. Not sure how to get started? Here are some helpful ways to create and grow an email distribution list for your financial advising practice.
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    Webinar

    How Advisors Can Use Software to Make Roth Conversions Easier

    Roth Conversions Made Easy You're smart. You know that converting dollars from a traditional IRA into a Roth IRA can be a good tax technique for many of your retired clients. Roth conversions can help clients manage tax obligations in the short-term while reducing overall taxes paid during retirement, but determining when and how much to convert can be time-consuming, and you have many clients who need your help. You deserve software that will make Roth conversions easier. 
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    Katie Godbout

    Generating Leads as a Financial Advisor Starts with an Optimized Website

    Approximately 70-80% of consumers will research a company online before making a purchase or utilizing its services. 
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    Marketing

    FinPlan Friday: Generating Leads, Capturing Contact Info, and Growing Your Retirement Income Planning Practice

    Does Marketing Stress You Out? Inbound marketing can be one of the most valuable ways for financial advisors to generate leads and convert new clients. But who has time to be an awesome financial advisor and a master of marketing? You know you need to do it, but you can't do it all! In this month's FinPlan Friday conversation, Covisum's VP of Sales and Marketing steps in for Joe to highlight what's most important for financial advisors when it comes to inbound marketing.
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    Fintech

    How Stacking Your Fintech Solutions Can Benefit Your Practice

    Modern consumers have high expectations. If you run a financial services business, you know how hard it can be to attract, retain, and expand your customer base. You’re almost certainly leaning on fintech solutions to upgrade your service offerings and improve your overall customer experience. With so many fintech solutions available, businesses have a golden opportunity to create more value from tech investments by determining the best solution combination to serve your business. Avoid adopting unnecessary technology that won’t help you deliver results that make your job easier and services more valuable.
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    Marketing

    5 Inbound Marketing Tactics for Advisors to Generate New Leads for Your Financial Planning Practice

    Few financial advisory firms can survive without a steady stream of new clients to sustain and grow their practice. Although most advisors receive sales training as part of their education, their marketing training is often outdated—especially when it comes to inbound marketing to an online audience. Inbound marketing can be one of the most valuable ways for financial advisors to generate leads and convert new clients. This value only increases over time as your investments into building an online presence increase your visibility and grow the number of leads reaching out for more information. That said, effective inbound marketing starts by identifying a goal. It’s not enough to say you want to market your business; you first need to know what goals you’re trying to achieve. Once you’ve identified those goals, you can create an inbound marketing strategy to achieve those goals. With that in mind, let’s assume your goal is to attract new leads that will become clients for your financial planningf firm. What’s the best way to pursue this goal through inbound marketing? Here are five proven strategies you’ll want to try.
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    Culture

    Covisum Celebrates Team Member Promotions!

    Promotion Announcement! Covisum is excited to announce that two members of our software development team have recently been promoted. Congratulations to Shawn Sweet and Geneiva Mfinanga, promoted to Director of Software Development and Agile Developer II, respectively. Read on to learn more about Shawn and Geneiva and their new roles. 
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    Marketing

    Quarterly Review: What's New at Covisum

    Quarterly Roundup The year is flying by! We just wrapped up the second quarter and have many exciting software updates, new resources, and recent press to share. Let’s jump right in.
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    Marketing

    Why Local SEO Can Be the Golden Ticket for Financial Advisors

    Most financial advisors are focused on serving a specific local market. However, because your customers often want face-to-face interactions with an advisor they can trust, financial advisors should build solid local brands by providing excellent customer service and cultivating a positive reputation in the communities where they operate. But word of mouth and a strong track record of service aren’t your only tools for growing your local client base. Like other forms of digital marketing, local search engine optimization (SEO) can increase your virtual visibility among a relevant, local audience. Here’s an overview of local SEO and how it can build your advisory firm’s client list.
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