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, Katie Godbout, offered an in-depth look at crafting and using a client persona to generate leads. 

Finding prospective clients can be difficult for many financial advisors. The marketing process can seem overwhelming, and unfortunately the solution is often to cast a wide net to try to attract anyone. However, when you try to market to everyone, it becomes incredibly difficult to

[...]

Posted in Katie Godbout, Marketing Strategies, Marketing

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 financial planning practice. Here are five resolutions you should make for 2019 to help your business grow.  

[...]

Posted in FinancialPlannng, financial advisor, Advisor, Financial Planning, niche, Grow your business, FinTech, Free Download, Marketing Strategies

The Covisum Tech Stack: Talking to Clients About the Value You Add

Here are some talking points that will help you discuss the value you can add for clients when you use the Covisum tech stack

 
Advisors ask us all the time, "How do I use your software to help me attract new clients?" And we've written extensively about marketing best practices. The guides, templates, and checklists we've created for you are helpful, but what do you do with all of it? How do you transition from strategy to execution? And how do you ensure that what you are communicating
[...]

Posted in Katie Godbout, niche, Grow your business, Marketing Strategies, Marketing

Ask our director of marketing: Q & A on generating leads for your financial planning business

Sometimes, advisors who are considering a subscription to Covisum software have questions about how to use our tools and resources to market their financial planning business. Our tools can make a big impact for financial advisors — especially those serving mass-affluent retirees and those in retirement transition. Financial advisors and institutions rely on Covisum’s software, resources and successful marketing tactics to streamline their practices, offer actionable insights and guide

[...]

Posted in Katie Godbout, Marketing Strategies, Marketing

The Covisum DNA: a look at company culture and vision

Call us a SaaS company, a fintech leader or a software company, but we believe we are more than that. Recently, we sat down with Katie Godbout, our director of sales and marketing, and asked a few questions about Covisum. 

How do you say Covisum anyway?

A lot of people ask that, not surprisingly. Phonetically, it's "ko-vee-some." Lots of times, people add an extra syllable, and say something like, "ko-vee-see-um." It's not a word used in normal conversation, so I can understand why it's hard

[...]

Posted in Marketing Strategies, Marketing, Culture

Thriving through changing times

By Katie Godbout, Director of Sales and Marketing

Is your business thriving? The 2018 FA Insight Study recently published by TD Ameritrade Institutional states that firms with a specific target market are achieving greater rates of growth and profitability than their peers  the median operating profit margin was 18% greater and the median annual client growth was 35% greater. Are you attracting the right prospects and enchanting them by meeting their every expectation?

[...]

Posted in White Paper, Marketing Strategies, Marketing, FinTech, Technology

Build your credibility with the power of earned media

Posted on June 27, 2018

By Kristi Piehl, Founder & CEO of Media Minefield

People trust their local news outlets and the journalists who run them. In this era of skepticism and ‘fake news,’ surveys show local news beats out national news when it comes to trust. That trustworthiness and credibility transfers to the experts interviewed on the local news. You can harness this power, build your brand and increase your exposure through earned media interviews. Let’s start by answering some of the top questions about earned

[...]

Posted in Marketing Strategies, Marketing

Achieving Business Goals Through Marketing

Posted on June 21, 2018

An introductory guide to marketing for financial advisors

By Katie Godbout, Director of Sales & Marketing

Creating a marketing strategy is a key component for the success of your business. In this era of constant communication and instant notification, marketing is even more important than it’s ever been before. If you think that a marketing plan is just an email newsletter or a Facebook page, get ready to change your mind. Marketing strategy and business strategy go hand-in-hand, and if

[...]

Posted in Marketing Strategies, Marketing

Review this checklist before hosting your next seminar

Posted on June 20, 2018

When done correctly, educational seminars are a great way to attract new clients. Start the planning process by reviewing this checklist and make your next seminar a success.

[...]

Posted in Marketing, Marketing Strategies, seminar, Financial Planning, Grow your business

6 topics that will attract prospects and how to deliver them

In retirement planning, free seminars to the public are a proven way to attract prospects and convert them to clients.

But for seminars to be successful, you must first determine what topics will interest your ideal client. In other words, the flashiest direct mailers won’t get people in seats if the topic doesn’t resonate with them. Consider partnering with subject matter experts on topics of importance to people approaching retirement in a “Retirement Transitions Series.” By offering free

[...]

Posted in Retirement Planning, seminar, Marketing Strategies, Marketing, Free Download