Covisum Blog

The Perfect Team: Financial Advisors and CPAs This week, Joe discusses the benefits of forming mutually beneficial relationships with Certified Public Accountants (CPAs). Smart advisors know that CPAs can add value to their practice, both by providing tax advice and by referring clients who need financial plans. Being unable to provide tax advice should not stop you from helping your clients build a tax-efficient retirement plan. Enable clients to make good decisions by building relationships with qualified tax professionals using our free CPA introduction letter template.

Identify Your Ideal Client and Grow This week, Joe discusses the benefits of niching your financial planning practice. Advisors and firms that niche their practice achieve higher client growth, higher revenue growth, and higher profitability on average than firms and advisors who don't choose a niche. The Financial Planner's Guide to Client Persona Development was designed specifically to help financial advisors clearly define their niche. Download the guide to start establishing your niche and learn how you can serve that niche better than anyone else.

FinPlan Fridays In our new video blog series, FinPlan Fridays, Covisum® Founder and President, Joe Elsasser, CFP®, will offer his take on the issues financial advisors see every day. Joe is a practicing financial planner with a unique perspective into the challenges for which Covisum provides technology solutions. Join us on the first Friday of every month for FinPlan Fridays, and get helpful tips to grow your financial planning practice.