Start Your Free Trial
Contact Us
Browse by topic
Search our blog

    Free Download

    How to Generate the Right Leads for Your Financial Planning Practice

    Recently, we talked about how to create a strategic financial advisor marketing plan. Now, let's build on that.
    Read

    Marketing

    Behind the Scenes: User  Group Meeting in Omaha

    Financial advisors from all over the country rallied in Omaha, Nebraska, April 4 and 5 at the Embassy Suites by Hilton Omaha Downtown Old Market.
    Read

    Marketing

    Grow Your Business With Financial Advisor Technology

    Covisum offers more than just financial advisor technology. We’ve developed a process that involves training and support to set you up for success. We believe in improving lives through better financial decisions. We provide a AAA experience through awesome support, actionable client reports, and aligned interests. And we’ve got a proven process to help our customers succeed. Want to join a winning solution? Here’s how it works:
    Read

    In The News

    Marketing Strategy for Financial Advisors

    Reaching out to new customers and growing your client base is a challenge in any industry. Retirement planning is no exception. Clients are looking for a long-term relationship with a trusted advisor, which means your marketing strategy needs to communicate a sense of trust and expertise right away when you have your audience’s attention. One of the most important aspects of a marketing strategy is a business strategy. In order to maximize your success, I recommend basing your marketing plan off of your business plan.
    Read

    Marketing

    Our team is growing

    Covisum® is pleased to announce the addition of Katie Godbout as marketing strategist. From handshakes to high fives, Katie adds the right mix of smarts and smiles to the Covisum team.
    Read

    Stay Connected

    Access industry news, expert insights, best practices, free downloads and more.