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    Achieving Business Goals Through Marketing

    An introductory guide to marketing for financial advisors By Katie Godbout, Director of Sales & Marketing Creating a marketing strategy is a key component for the success of your business. In this era of constant communication and instant notification, marketing is even more important than it’s ever been before. If you think that a marketing plan is just an email newsletter or a Facebook page, get ready to change your mind. Marketing strategy and business strategy go hand-in-hand, and if you have goals to grow your financial planning practice, this eBook offers the framework to do it. 
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    Dream Team: Financial Advisors & CPAs

    Collaboration Leads to Better Client Thinking Financial advisors can capitalize on this era of new tax laws by forming mutually beneficial relationships with CPAs. CPAs can add value to your practice, both by providing tax advice and by referring clients who need financial plans. Tax advice that a CPA gives is different than the advice you can give for a tax-efficient retirement plan. But when paired together, this advice empowers your client to make the best financial decisions. Use our free CPA introduction letter template to forge the relationships that will result in better retirement plans for your clients. 
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    The 7 books (and papers) everyone with an interest in financial tech should read

    In honor of Financial Literacy Month, Covisum President, Joe Elsasser,CFP®, has created a reading list for anybody with an interest in the financial tech industry. As you know, this is evolving. Financial advisors, finance students, and those working in fintech can benefit from this reading list.
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    Tax Clarity adds Quick Reference Guide for free-trial and paid subscribers

    Your one-stop reference for tax acronyms, brackets and more Looking up tax brackets or what certain acronyms stand for can eat up a lot of time, interrupt your workflow and possibly even irritate clients during a meeting. Tax Clarity’s Quick Reference Guide organizes some of the most commonly needed items for holistic retirement planning all on a single, easy-to-read page, keeping you focused on your clients and their retirement plans.
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    InvestmentNews: New tax law offers opportunities for advisers and retirees

    After the Tax Cuts and Jobs Act passed and Covisum updated Tax Clarity to reflect the changes, we've seen a huge influx of interest in the software. We've updated all of our advisor-facing marketing materials that come with a paid subscription, including our white paper, "The Elephant and the Snowball: How Advisors Can, and Should, Talk Taxes with Clients." Recently, Mary Beth Franklin with Investment News covered the content in the article, "New tax law offers opportunities for advisers and retirees." Here's one of our favorite quotes from the article:
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    6 Financial Planning Seminar Topics that Will Attract Prospects and How to Deliver Them

    In retirement planning, free seminars to the public are a proven way to attract prospects and convert them to clients. But for financial planning seminars to be successful, you must first determine what topics will interest your ideal client. In other words, the flashiest direct mailers won’t get people in seats if the topic doesn’t resonate with them. Consider partnering with subject matter experts on topics of importance to people approaching retirement in a “Retirement Transitions Series.” By offering free, educational financial planning seminars, you position yourself as a helpful resource in your community. You’ll be seen as the retirement expert, overseeing all aspects of retirement financial planning. Your clients may think they know what’s best for their retirement, but you know you can help them make smarter decisions and avoid costly mistakes by optimizing their Social Security benefits or comparing alternate tax distribution strategies. Here are six topics routinely used by Covisum subscribers to attract prospects to free financial planning seminars. 
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    New white paper examines how advances in risk analytics are changing the client-advisor discussion

    Covisum’s new white paper explains the dangers of relying on traditional models of explaining and estimating portfolio risk, and how risk analytics have evolved, giving you amazing new opportunities to help clients more. You've seen it happen: losses accumulate in a portfolio, and the client ponders doing something unwise. Whether they're the most risk-averse client or extremely laissez-faire, they're vulnerable to emotional reactions. When they're paying you to help them make smart financial decisions, this leaves you in an unpleasant situation. How do you help people avoid behavioral mistakes that could cost them — and cost you your reputation?
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    How to approach ‘A Fine Mess’ of a tax code before Trump reform

    Following the failed attempt to repeal and replace the Affordable Care Act, President Trump signaled that his next big effort would be to reform the tax code. But a few weeks later, he said an overhaul of the tax code would be pushed back so another attempt to repeal Obamacare would be a priority.
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    Closing the deal: first meeting must-do’s

    Contributed by Joe Elsasser, CFP® president of Covisum You've done it. You've created a business and marketing plan. You've promoted your seminar, successfully filling the room with the right audience. Several potential clients have reached out to you to follow up and create retirement plans for them. Success! But, wait. How will you close the deal? Preparing for your initial meeting with a prospect is critical. We break it down into easy steps.
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