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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

    [Exclusive] For Tax Clarity Subscribers Only 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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    Marketing

    How to Effectively Market Your Seminars with Direct Mail

    While many industries have shifted their marketing efforts to become exclusively digital, direct mail remains an effective marketing tool for many financial advisors, and many of our advisors have found success building their brand over time with direct mailers.
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    Marketing

    Growth through Referrals

    Generate More Client Referrals Studies have shown that referral customers are both more profitable and loyal than normal customers - they have a higher contribution margin, retention rate and prove to be more valuable in both the short- and long-run.[1][2] Knowing that fact doesn't make it any easier to capture referrals. But the steps outlined in this article can.
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