Covisum Blog

Client Strategy Delivery Meeting Have you ever wondered how Covisum President and Founder, Joe Elsasser, CFP® uses the software in his own financial planning practice? In this video series, Joe shares his process and how he uses the Covisum software suite to add value in a variety of different client meetings. This week, Joe focuses on how he uses the software in his plan delivery meeting to quickly illustrate his recommendations.

Follow-Up Client Meeting Have you ever wondered how Covisum President and Founder, Joe Elsasser, CFP® uses the software in his own financial planning practice? In this new video series, Joe shares his process and how he uses the Covisum software suite to add value in a variety of different client meetings. In this video blog post, Joe walks us through how he uses the software in his follow-up client meeting to test possible solutions for the client's specific situation.

Initial Interest Meeting Have you ever wondered how Covisum President and Founder, Joe Elsasser, CFP® uses the software in his own financial planning practice? In this new video series, Joe shares his process and how he uses the Covisum software suite to add value in a variety of different client meetings. In this first video blog post, Joe walks us through an initial interest meeting with a prospective client.