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    Quarterly Review: What's New at Covisum

    Marketing

    Quarterly Review: What's New at Covisum

    Quarterly Roundup The year is flying by! We just wrapped up the second quarter and have many exciting software updates, new resources, and recent press to share. Let’s jump right in.
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    Why Local SEO Can Be the Golden Ticket for Financial Advisors

    Marketing

    Why Local SEO Can Be the Golden Ticket for Financial Advisors

    Most financial advisors are focused on serving a specific local market. However, because your customers often want face-to-face interactions with an advisor they can trust, financial advisors should build solid local brands by providing excellent customer service and cultivating a positive reputation in the communities where they operate. But word of mouth and a strong track record of service aren’t your only tools for growing your local client base. Like other forms of digital marketing, local search engine optimization (SEO) can increase your virtual visibility among a relevant, local audience. Here’s an overview of local SEO and how it can build your advisory firm’s client list.
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    Financial Advisors: Have You Created a Customer Persona for Your Clients?

    Marketing

    Financial Advisors: Have You Created a Customer Persona for Your Clients?

    Successful Financial Firms Focus on the Customer Whether your financial advisory firm handles a wide range of clients or specializes in a particular kind of investor, your success as an advisor is determined by how well you know your clients. Every client’s needs and financial goals are different, but many of these clients face similar pressures and challenges when it comes to financial planning. As your firm works to attract new investors and retain your current clients, it’s often helpful to understand their advising needs by using a financial advisor customer persona.
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    What’s New? Covisum Quarterly Roundup

    Marketing

    What’s New? Covisum Quarterly Roundup

    The first quarter of 2021 has been a busy one here at Covisum, and we have some exciting updates to share...
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    How to Build Personal Connections in the Digital Age

    Marketing

    How to Build Personal Connections in the Digital Age

    Throughout the past few years, how we connect has changed. Previously, financial advisors would attract prospective clients by hosting dinners or seminars at local libraries or other educational venues. Now advisors reach out to prospects via email, webinars, and social media.
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    On-Demand Webinar: Making Personal Connections Digitally

    Marketing

    On-Demand Webinar: Making Personal Connections Digitally

    Making Personal Connections Digitally Webinar In order to grow your business, you've undoubtedly relied on creating valuable personal relationships. Over the last few years, how we connect with each other has changed. Does building meaningful connections digitally seem daunting? Don't worry! With the right techniques, advisors have an opportunity to create genuine and profitable relationships with clients and prospects. Join Covisum's Katie Godbout, VP of Sales and Marketing and Lauren Laferla, Director of Communications for a 45-minute webinar about how to make personal connections digitally.
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    How to Generate New Leads as a Financial Advisor

    Marketing

    How to Generate New Leads as a Financial Advisor

    Whether you’re a new or established financial advisor, you know the importance of lead generation. Whereas brand-new advisors might feel greater urgency in attracting those first leads and building up their customer base, veteran advisors understand that new leads for financial advisors provide an influx of revenue needed to stabilize and grow a firm. You are likely already busy advising your clients and managing investments, and lead generation requires additional time and dedication. But the right lead gen strategy—and a commitment to some of the industry’s established best practices—can help you become more efficient in generating these leads, building more significant ROI, and reducing your overall time commitment to marketing your business.
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    [UPDATED] Social Security Timing and Tax Clarity Presentations

    Marketing

    [UPDATED] Social Security Timing and Tax Clarity Presentations

    Exciting Updates! We know that many of our subscribers have been eagerly awaiting updates to our "Social Security and Retirement Income" and "Taxes in Retirement" PowerPoint presentations. We have a good news—the wait is over! You can now access the updated presentations through the marketing kit homepage.
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    Why the Webinar is the New Financial Advisor Seminar: Try These 11 Marketing Tactics

    Marketing

    Why the Webinar is the New Financial Advisor Seminar: Try These 11 Marketing Tactics

    Building a client pipeline is one of the most important aspects of running a financial advisory firm. Even for established firms with a strong local reputation, financial seminars and webinars are a proven strategy for demonstrating your expertise to an audience of potential clients looking for an expert to manage their money. Like any marketing strategy, the value of the webinars and financial seminars you conduct is determined by the tactics you use to promote these events to the right audience. Similarly, the webinar or seminar presentation itself should be viewed as a strategic opportunity to demonstrate your financial knowledge, showcase your services, and emphasize the value of working with your firm.
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