Are you a financial advisor who wants to learn more about Roth conversion automation and how to differentiate your practice? Then check out this on-demand webinar presented by Joe Elsasser, CFP®, Founder and President of Covisum and a practicing financial advisor.
As the financial industry continues to evolve, advisors must adapt to new technologies and trends in order to provide the best service to their clients. One trend that has gained traction recently is Roth conversion automation, a process that allows advisors to efficiently convert traditional IRA assets to Roth IRA assets. However, with so many automated tools available, it can be challenging to decide which approach is the best fit for your business goals and growth.
During this 60-minute on-demand webinar, Joe Elsasser discusses the industry’s automated Roth conversion technology and the potential for advisors to differentiate themselves. He will also discuss Covisum's effective marginal rate strategies, designed to help advisors navigate the complexities of Roth conversions and optimize their clients' retirement income plans.
You will gain valuable insights into differentiating your practice from your other advisors, learn ideas for attracting new clients, and optimizing your clients' retirement income strategies.
Joe compares various approaches, including Covisum's Tax Clarity and Income InSight to help you decide which model is best fit for your business goals and growth.
During the webinar, we'll cover:
- An overview of automated Roth Conversion processes and potential shortcomings
- Discussion of Covisum's effective marginal rate strategies
- Comparison of different models of Roth conversion automation
- Analysis of the benefits and limitations of each model
- How to differentiate your practice and help clients effectively with Roth conversions
- Discussion of the future of Roth conversion automation and its impact on the industry