Covisum Blog

Who Is Your Ideal Client? Many advisors have found success by narrowing their focus and choosing a specific niche to serve. In fact, according to a survey by TD Ameritrade, niched advisor practices showed 35% higher client growth, 25% higher revenue growth and 17% higher profit margins than non-niched financial planning practices. However, when you choose to establish a niched practice, you'll inevitably need to have some conversations about fit. Learn more about niching your practice, determining which clients are the best fit for your practice, and how to have those difficult conversations when a client isn't a fit in our FinPlan Friday conversation with Joe.

Is Your Financial Planning Technology Really Integrated? For years, financial technology companies have claimed they can make your life easier by integrating with your existing software solutions. Integrating "best in class" solutions seems like it would save you time, but in reality, it just leads to headaches. Many fintech solutions are built on different assumptions, leaving your "integration" to provide conflicting results. Learn more about how the right integrations make a world of difference in our FinPlan Friday conversation with Joe.