Covisum Blog

If you’re an advisor in growth mode, you may think your competence, professionalism and ambition are enough to help you gain new clients. While those are important elements of business success, they’re not enough to fuel true growth…particularly among all the competition from up-and-coming advisors, seasoned advisors and robo-advisors. Being competent, professional and ambitious will help you survive…but you won’t thrive.

Demonstrate the Dollars You Add to Your Client's Retirement Strategy with Tax Clarity The first meeting with a prospective client is a crucial one. You have a short window to build a connection and really show the value you can add to their retirement plan. Follow this step-by-step process to increase the number of prospective clients who want to work with you.

Financial Planning Seminar Success! Now What? You’ve successfully attracted people to attend your educational financial planning seminar, the next question is naturally, “What’s next?” Your follow-up and follow-through are critical to converting these prospects into clients. If you cannot demonstrate your value clearly in these initial interactions following the seminar, you risk losing your hard work and investment into the financial planning seminar. These would-be clients won’t even make it to your office. Or worse — after meeting with you, they could be disappointed and spread a negative opinion of you, soiling your reputation. But you can earn their business for years to come, if you follow-up and follow-through correctly.

Business Growth: Marketing & Referrals Prospecting is necessary for growing your practice, but maintaining your current client base is equally important — and it actually can contribute to growth. Showing your existing clients areas where you can add money to their retirement can deepen their trust in you, securing their commitment and even leading them to tell their friends and family about you. Tax Clarity® subscribers can attest to the power of using the topic of taxes and the software to show existing customers additional money in retirement.