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    Tax

    FinPlan Friday: The Savers Credit & The SECURE ACT

    The Saver's Credit The Saver's Credit has become more important following the passage of the SECURE Act, because now you are able to continue to contribute to a traditional IRA even after age 70 ½. Learn more about the Saver's Credit this week in our FinPlan Friday discussion with Joe.
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    Risk

    Find Hidden Yardage with SmartRisk

    "Hidden Yardage" Successful football coaches often rely on a simple statistical measure of performance known as “hidden yardage”. Simply put, it is the yardage provided by solid special teams play and execution that ultimately impacts field position. In statistical terms, if a team scores on special teams, historically they win over 70% of the time. If a team starts inside their own 20 yard line, they have a 12% chance of a touchdown. That percentage increases to 25% at the 50 yard line and so on. Clearly, hidden yardage offers an interesting metric for performance analysis and overall success. If you start every drive at midfield, it’s hard not to win.  
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    Free Download

    The Extinction of the Nest Egg: Q&A

    We sat down with Covisum Founder and President Joe Elsasser, CFP®, the author of, “The  Extinction of the Nest Egg: How Successful Advisors Are Adopting a Carton Approach," to ask a few questions about his newly released white paper.
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    Marketing

    10 Seminar Best Practices

    You know that seminars are a great way to attract prospective clients. We've created a list of 10 best practices to help you make your next seminar a success. Use these tips to attract the right prospects and polish your presentation. 
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    Marketing

    How to Effectively Market Your Seminars with Direct Mail

    While many industries have shifted their marketing efforts to become exclusively digital, direct mail remains an effective marketing tool for many financial advisors, and many of our advisors have found success building their brand over time with direct mailers.
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    Marketing

    Growth through Referrals

    Generate More Client Referrals Studies have shown that referral customers are both more profitable and loyal than normal customers - they have a higher contribution margin, retention rate and prove to be more valuable in both the short- and long-run.[1][2] Knowing that fact doesn't make it any easier to capture referrals. But the steps outlined in this article can.
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    Culture

    Top 10 Blog Posts of 2019

    The most popular posts of 2019 are... As another year comes to a close, we decided to take a look at the blog posts that resonated with you the most. We rounded up a list of our most viewed blog posts of 2019. Take a look! Here’s what you enjoyed reading about this year.
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    In The News

    The SECURE Act: What Advisors Need to Know

    New Legislation Offers Significant Retirement Income Planning Changes The Setting Every Community Up for Retirement Enhancement Act or the SECURE Act was signed into law last week, and the new legislation offers significant retirement income planning changes. For advisors who specialize in retirement income planning, particularly for the mass-affluent, the legislation includes three major changes to review.
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