Covisum Blog

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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Tax-Efficient Planning Can Deepen 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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Kitces Nerd's Eye View: How To Better Attract Your Ideal Clients

In a recent guest post for Michael Kitces' blog, Nerd's Eye View, Covisum's Director of Sales and Marketing, . . .
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5 Resolutions You Should Make for 2019 to Grow your Business

As we wrap up 2018 and launch into 2019, now is the perfect time to start thinking about how to strategically grow your . . .
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