Covisum Blog

Live Webinar: Marketing Your Retirement Planning Practice

Do you want help marketing your financial planning practice? Join Covisum's Director of Sales and Marketing, Katie . . .
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Take the Right Steps and Grow

You've Got Engagement, Now What? Marketing can be crucial to building an advisory practice, but attracting potential . . .
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How to Harness the Power of Educational Seminars

If you’re an advisor in growth mode, you may think your competence, professionalism and ambition are enough to help you . . .
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Tax Clarity Leaves a Lasting Impression on Prospective Clients

Demonstrate the Dollars You Add to Your Client's Retirement Strategy with Tax Clarity The first meeting with a . . .
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How to Convert Seminar Attendees to Clients

Seminar Success! Now What? You’ve successfully attracted people to attend your educational seminar on taxes in . . .
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Reaching Retirees on Social Media

Social Media... Not Just for Millennials  If you use seminars to attract new prospects, social media marketing and . . .
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How Tax-Efficient Planning Deepens Existing Client Relationships

Business Growth: Marketing & Referrals  Prospecting is necessary for growing your practice, but maintaining your current . . .
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VLOG: Clients Expect Seminars to be Educational

April is Financial Literacy Month The United States has recognized Financial Literacy Month during the month of April . . .
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Financial Literacy Month: Hosting Educational Seminars

Since 2004, the United States has recognized April as Financial Literacy Month and focusing on financial literacy is . . .
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