Reaching Retirees on Social Media

Social Media... Not Just for Millennials 

If you use seminars to attract new prospects, social media marketing and advertising can be an effective tool to help you take those seminars online, promote your event and help your firm grow.

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Posted in Marketing, Marketing Strategies, seminar, social media, Facebook

VLOG: Clients Expect Seminars to be Educational

April is Financial Literacy Month

The United States has recognized Financial Literacy Month during the month of April since 2004. Financial advisors have a unique opportunity to help educate others, and one great way to improve financial literacy among the general public is by conducting educational seminars. Covisum® President and Founder, Joe Elsasser, CFP®, is a practicing financial planner and has been hosting seminars in partnership with the Omaha Public Library system for the past

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Posted in seminar, Financial Planning, financial advisor, Financial Literacy Month

Financial Literacy Month: Hosting Educational Seminars

Since 2004, the United States has recognized April as Financial Literacy Month and focusing on financial literacy is important now more than ever. According to the National Financial Educators Council (NFEC), a lack of financial knowledge cost Americans collectively more than an estimated $295 billion in 2018. 

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Posted in Retirement, seminar, Financial Planning, Advisor, financial advisor, Financial Literacy Month

Review This Checklist Before Hosting Your Next Seminar

Posted on June 20, 2018

When done correctly, educational 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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Posted in Marketing, Marketing Strategies, seminar, Financial Planning, Grow your business

These 4 tips will make planning your next seminar easy

Posted on May 30, 2018

Hosting educational seminars can be an effective way to grow your business and get you back on track to reach your 2018 goals. We want to help you grow your business. 

It’s not too late to plan an educational seminar to attract new clients. Here are the four things you should do to make your next seminar a success and put your 2018 goals back into focus.

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Posted in Client Events, Marketing, seminar, Financial Planning, Clients, Grow your business

6 topics that will attract prospects and how to deliver them

In retirement planning, free seminars to the public are a proven way to attract prospects and convert them to clients.

But for seminars to be successful, you must first determine what topics will interest your ideal client. In other words, the flashiest direct mailers won’t get people in seats if the topic doesn’t resonate with them. Consider partnering with subject matter experts on topics of importance to people approaching retirement in a “Retirement Transitions Series.” By offering free

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Posted in Free Download, Marketing, Marketing Strategies, seminar, Retirement Planning

Seven Steps to a Successful Seminar

By Joe Elsasser, CFP®, President

Many people are hungry for financial information they can trust. Financial seminars are a great tool to get in front of these people, but planning and executing a successful seminar can be a lot of work.

Covisum® is dedicated to helping advisors and their clients create a shared vision for the future. We understand that it is easier for a client to stay on their current path, rather than create a new one. However, with the right plan, you can help prospective

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Posted in seminar