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.
Read
.svg)
