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    Marketing

    Get More Appointments: Marketing Advice for Advisors [WEBINAR]

    Refine Your Marketing  In this rapidly changing environment, it’s crucial for advisors to adapt and find new ways to reach clients and prospects. Many smart advisors have discovered that offering educational webinars is a great way to get in front of their ideal audience, but it’s not enough to simply offer a webinar. If you’re not marketing and following-up correctly, you risk missing out on key opportunities to gain new clients. With the right webinar marketing strategy, you can get new prospects to book time on your calendar.
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    Marketing

    Analyzing Portfolio Risk Has Never Been Easier

    SmartRisk Has Been Updated! While market swings and economic downturns are a normal part of investing, the recent market volatility has caused many investors to feel uneasy and make impulsive decisions. That is why we've made major changes to our SmartRisk™ software.  The newly updated SmartRisk software makes it easier to show your clients and prospects their downside exposure prior to the next significant downturn. Use the software to estimate their potential loss, and prepare clients ahead of time for situations that are likely are likely to create behavioral mistakes. With these software changes, you can help your clients better prepare for the next market dip and avoid panicking.
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    Marketing

    Live Webinar: Marketing Your Practice During COVID-19

    Refine Your Marketing  Around the world, normal business operations have been disrupted. It has never been more important to refine your marketing process and tailor your messaging to make sure you’re reaching the right audience. On Tuesday, May 19, 2020, at 1:30 p.m. Central Time a live panel of marketing experts will show you how you can adjust your marketing and reach your prospects during a time of change and uncertainty. Meet the panel.
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    Marketing

    Five Reasons You Should Offer a Taxes in Retirement Webinar

    Around the world, normal business operations have been disrupted. Financial advisors face the same struggles as everyone else. Social distancing has made it impossible to hold in-person client meetings, and advisors who host educational seminars to find new prospects have been unable to do so. But with change, good or bad, opportunities arise. This new environment has created an opportunity to try educational webinars. Webinars can be just as effective as in-person seminars to help you attract prospects, if you do them correctly.
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    Marketing

    NEW “Taxes in Retirement” Marketing Kit

    You’ve got retirees to help—we’ve got you! We know that times are really tough for a lot of people, especially our older population. That’s why we are giving our Tax Clarity® subscribers  some new resources for free. We've created an extensive marketing kit with downloads, templates and videos to help you communicate with clients and prospects. 
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    Marketing

    On-Demand Webinar: Opportunities For Roth Conversions With Tax Clarity

    It's one thing to hear Covisum tell you how great Tax Clarity® is, but wouldn't it be helpful to hear directly from another advisor who is using it in their practice? Watch this webinar presented by Tax Clarity subscriber David Lloyd, CFP® and Covisum® Founder and President, Joe Elsasser, CFP® to see a case study highlighting  some real-life opportunities for clients through Roth conversions.
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    In The News

    A Recap of the 2020 T3 Advisor Conference

    The Covisum team recently returned home after spending a week in warm, sunny San Diego, CA for the 2020 T3 Advisor Conference. T3 creates space for innovation and collaboration with some of the best and brightest in fintech. It’s a great place to see the innovations from other financial technology companies, find opportunities to collaborate, meet with early tech adopters, and release exciting news. Here's a quick recap of all the Covisum news from the conference. 
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    Marketing

    10 Seminar Best Practices

    You know that seminars are a great way to attract prospective clients. We've created a list of 10 best practices to help you make your next seminar a success. Use these tips to attract the right prospects and polish your presentation. 
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