5 Resolutions You Should Make for 2019 to Grow your Business

As we wrap up 2018 and launch into 2019, now is the perfect time to start thinking about how to strategically grow your financial planning practice. Here are five resolutions you should make for 2019 to help your business grow.  

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Posted in FinancialPlannng, financial advisor, Advisor, Financial Planning, niche, Grow your business, FinTech, Free Download, Marketing Strategies

The Covisum Tech Stack: Talking to Clients About the Value You Add

Here are some talking points that will help you discuss the value you can add for clients when you use the Covisum tech stack

 
Advisors ask us all the time, "How do I use your software to help me attract new clients?" And we've written extensively about marketing best practices. The guides, templates, and checklists we've created for you are helpful, but what do you do with all of it? How do you transition from strategy to execution? And how do you ensure that what you are communicating
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Posted in Katie Godbout, niche, Grow your business, Marketing Strategies, Marketing

Will Siri take your job?

Technology and the future of your practice

Technology is advancing faster than ever before. Who knew that dial-up internet would morph into voice assistants like Siri and Alexa? For financial advisors, this breakneck pace makes you wonder: is a nameless robo-advisor after my clients, or are clients just going to start asking Siri for financial advice?

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Posted in niche, video, Joe Elsasser, Webinar, Webcast, Income Planning Tool, FinTech, Industry Advice

Forbes Finance Council: Key Questions to Ask When Choosing a Niched Financial Advisor

In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, touts the many benefits of choosing a niched financial practice. 

Niched financial practices have defined specifically which clients they will work with and what services they can provide to make them the best option for those clients. Choosing an advisor who focuses on your particular niche is crucial when it comes to understanding your specific needs and answering any questions you may have comprehensively. 

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Posted in Forbes, Joe Elsasser, Financial Planning, In The News, niche