Start Your Free Trial
Contact Us
Browse by topic
Search our blog
    Collecting and Utilizing Client Reviews to Benefit Your Financial Planning Practice

    financial practice

    Collecting and Utilizing Client Reviews to Benefit Your Financial Planning Practice

    When it comes to running a successful financial planning practice, impactful positive client reviews can bring in significantly more business. Online reviews are more important than ever before. Review interaction—searching for, filtering reviews, and expanding or reading entire reviews—has increased 50% percent since the start of the COVID-19 pandemic. Client reviews can have a real, tangible impact on your financial planning firm’s reputation and bottom line. Let’s dig into the nuts and bolts of online reviews, why they work, and strategies for collecting high-quality reviews to boost your business.
    Read
    Covisum Awarded ISO 27001 Certification

    software

    Covisum Awarded ISO 27001 Certification

    on November 16, 2021 | By Lauren Laferla, Director of Communications
    Covisum is ISO/IECC 27001: 2013 Certified At Covisum, we know that information security and compliance are important to your business. That's why we are pleased to announce that Covisum has achieved ISO 27001: 2013 certification.
    Read
    Covisum Community Service Day 2021

    covisum culture

    Covisum Community Service Day 2021

    on November 11, 2021 | By Lauren Laferla, Director of Communications
    Giving Back to Our Community The Covisum team spent the morning of Thursday, November 4, volunteering at the Food Bank for the Heartland to help provide emergency and supplemental food to people in need throughout Nebraska and western Iowa. As the largest food bank in the area, the organization distributes food to 600 food pantries, schools, emergency shelters, and other nonprofits.
    Read
    Covisum's Top Retirement Tax Planning Tips

    Tax

    Covisum's Top Retirement Tax Planning Tips

    Proper retirement tax planning is essential for clients to understand as they prepare to retire. Living on a fixed income can be difficult for many retirees, and avoiding unnecessary taxes can help stretch out their retirement income strategies. Retirees face significant tax obligations. They’re required to pay income tax on any pensions and withdrawals from all tax-deferred investments made during the same year. Tax-deferred investments include traditional IRAs, 401(k)s, and similar accounts, as well as tax-deferred annuities when withdrawals are made. These taxes can significantly impact a retiree’s nest egg, giving them less money to live on. Luckily, there are many strategies to help lower taxes paid on retirement income.
    Read
    The Benefits of Teaching Clients About Retirement Income Planning

    Income Planning

    The Benefits of Teaching Clients About Retirement Income Planning

    A financial advisor shoulders considerable responsibility. Not only are they advising and guiding clients when it comes to critical decision-making, but they’re also helping them understand retirement planning, financial literacy, and smart fiscal choices. Teaching clients how to plan for retirement simplifies your job and gives them more potential to make the most of their investments. Plus, it can give you more financial assets to manage. Although retirement planning and financial literacy are necessary elements of client success, the education process isn’t always easy. Here are some simple ways to teach your clients how to plan for retirement.
    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