Start Your Free Trial
Contact Us
Browse by topic
Search our blog
    How to approach ‘A Fine Mess’ of a tax code before Trump reform

    Free Download

    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.
    Read
    Closing the deal: first meeting must-do’s

    Free Download

    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.
    Read
    How to Generate the Right Leads for Your Financial Planning Practice

    Free Download

    How to Generate the Right Leads for Your Financial Planning Practice

    Recently, we talked about how to create a strategic financial advisor marketing plan. Now, let's build on that.
    Read
    Covisum™ acquires PrairieSmarts’ risk technology to expand its suite of retirement planning tools

    In The News

    Covisum™ acquires PrairieSmarts’ risk technology to expand its suite of retirement planning tools

    With Covisum’s newest technology acquisition, you’ll be able to estimate a client’s portfolio risk, show them in a concise report and help their bottom line. Covisum has acquired a powerful risk management platform called SmartRisk — a move that expands its suite of retirement planning tools and moves it closer to unveiling a singular web-based platform later this year.
    Read
    Advisor Perspectives Article

    In The News

    Advisor Perspectives Article

    New tools to prove you acted as a fiduciary Bob Veres recently conducted a review of SmartRisk Pro, one of the risk tools Covisum recently acquired through PrairieSmarts.
    Read
    Covisum Acquires PrairieSmarts’ risk tools to bring enhanced suite of retirement planning tools

    In The News

    Covisum Acquires PrairieSmarts’ risk tools to bring enhanced suite of retirement planning tools

    PrairieSmarts’ risk and compliance tools to join Covisum’s line up of Social Security Timing and Tax Clarity solutions for financial professionals.
    Read
    Marketing Strategy for Financial Advisors

    In The News

    Marketing Strategy for Financial Advisors

    Reaching out to new customers and growing your client base is a challenge in any industry. Retirement planning is no exception. Clients are looking for a long-term relationship with a trusted advisor, which means your marketing strategy needs to communicate a sense of trust and expertise right away when you have your audience’s attention. One of the most important aspects of a marketing strategy is a business strategy. In order to maximize your success, I recommend basing your marketing plan off of your business plan.
    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

    © 2010 – 2024 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