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    A Recap of the 2020 T3 Advisor Conference

    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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    10 Seminar Best Practices

    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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    How to Effectively Market Your Seminars with Direct Mail

    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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    Growth through Referrals

    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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    On-Demand Webinar: Customizing Tax Clarity to Fit Your Practice

    Marketing

    On-Demand Webinar: Customizing Tax Clarity to Fit Your Practice

    on December 17, 2019 | By Lauren Laferla, Director of Communications
    We could tell you how great Tax Clarity® is, but sometimes you want to hear directly from another advisor who is using it in their practice. That's why we created a new guest webinar series! Every webinar will include insights from real Tax Clarity subscribers who love the software, use it regularly, and tailor it to their practice.
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    Growth through Marketing

    Marketing

    Growth through Marketing

    How do I grow my business with Covisum? So many advisors know that marketing is valuable. But when it comes to HOW to do it and WHAT will be most effective, the landscape can get pretty confusing. Keep reading for some actionable ideas that you can put to work right away.
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    Seven Tips to Help You Master Email Marketing

    Marketing

    Seven Tips to Help You Master Email Marketing

    We are all inundated with email. I personally get hundreds a day— maybe more. And I often delete many of the emails I receive without reading them (not the ones from you!). Getting face time with your prospects and clients through email can be difficult, but there are some things you can do to improve your email game. Here are seven tips to help you make your emails more effective in your financial practice.
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    Live Webinar: Navigating Multiple Retirement Income Streams

    Marketing

    Live Webinar: Navigating Multiple Retirement Income Streams

    on November 15, 2019 | By Lauren Laferla, Director of Communications
    What Advisors Need to Account For Join Covisum® Founder and President, Joe Elsasser, CFP® on Wednesday, December 4, 2019 at 1:30 p.m. Central Time for a free webinar. Learn how to help your clients navigate multiple retirement income streams and how to create thorough retirement strategies that add value every step of the way.
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    Hidden Value: Choose a Niche for Your Financial Planning Practice

    Free Download

    Hidden Value: Choose a Niche for Your Financial Planning Practice

    Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights that advisors and their clients may not have considered. This week, Joe discusses the benefits of choosing a niche for your financial planning practice.
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