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    Build Your Credibility with the Power of Earned Media

    Marketing

    Build Your Credibility with the Power of Earned Media

    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 exposure for your financial practice through earned media interviews. Let’s start by answering some of the top questions about earned media:
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    Achieving Business Goals Through Marketing

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    Achieving Business Goals Through Marketing

    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 you have goals to grow your financial planning practice, this eBook offers the framework to do it.
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    Review This Checklist Before Hosting Your Next Financial Planning Seminar

    In The News

    Review This Checklist Before Hosting Your Next Financial Planning Seminar

    When done correctly, educational financial planning seminars are a great way to attract new clients. Start the planning process by reviewing this checklist and make your next seminar a success.
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    4 Tips to Simplify Planning Your Next Financial Seminar

    In The News

    4 Tips to Simplify Planning Your Next Financial Seminar

    Financial planning seminars can be a great way to engage new prospects, grow your financial advisory business, and hit annual business goals. Whether you’re hosting seminars in-person or online, we want to help you grow your business through these educational events. Whether you’re a well-established firm or an upstart venture, educational seminars are a great way to build visibility for your brand. The key to success is all in the planning of these events, and finding ways to streamline the planning process to generate as much value as possible from financial seminars.
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    Dream Team: Financial Advisors & CPAs

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    Dream Team: Financial Advisors & CPAs

    Collaboration Leads to Better Client Thinking Financial advisors can capitalize on this era of new tax laws by forming mutually beneficial relationships with CPAs. CPAs can add value to your practice, both by providing tax advice and by referring clients who need financial plans. Tax advice that a CPA gives is different than the advice you can give for a tax-efficient retirement plan. But when paired together, this advice empowers your client to make the best financial decisions. Use our free CPA introduction letter template to forge the relationships that will result in better retirement plans for your clients.
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    The 7 books (and papers) everyone with an interest in financial tech should read

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    The 7 books (and papers) everyone with an interest in financial tech should read

    In honor of Financial Literacy Month, Covisum President, Joe Elsasser,CFP®, has created a reading list for anybody with an interest in the financial tech industry. As you know, this is evolving. Financial advisors, finance students, and those working in fintech can benefit from this reading list.
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    4 New Features in Tax Clarity Help Advisors Make an Impact for Their Clients

    In The News

    4 New Features in Tax Clarity Help Advisors Make an Impact for Their Clients

    Everyone in the financial services industry is talking about how the changes to the tax law will impact clients, and the most prepared advisors will be able to capitalize on this enormous opportunity. With Tax Clarity®, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way.
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    Tax Clarity adds Quick Reference Guide for free-trial and paid subscribers

    Free Download

    Tax Clarity adds Quick Reference Guide for free-trial and paid subscribers

    Your one-stop reference for tax acronyms, brackets and more Looking up tax brackets or what certain acronyms stand for can eat up a lot of time, interrupt your workflow and possibly even irritate clients during a meeting. Tax Clarity’s Quick Reference Guide organizes some of the most commonly needed items for holistic retirement planning all on a single, easy-to-read page, keeping you focused on your clients and their retirement plans.
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    Throw CPAs a Life Jacket

    In The News

    Throw CPAs a Life Jacket

    Americans are inundating CPAs with questions about how the recently passed tax law will impact them. But most CPAs make their living off businesses and business owners with complex and time-consuming concerns, not the middle-income retirees calling with questions.
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