--- title: "Vlog: Use the Covisum Software Suite in Your Follow-Up Client Meeting" description: Joe Elsasser, CFP®, discusses his processes and how he uses the financial advisor technology from Covisum® in his client confirmation meetings. image: https://www.covisum.com/hubfs/12525_WEB_Covisum_connecting-the-tools_LI.jpg --- [Login](https://www.covisum.com/login-experience) | [Call: 402-235-4500](tel:1-402-235-4500) | [Contact Us](https://www.covisum.com/contact) ** [![covisum-logo](https://www.covisum.com/hs-fs/hubfs/covisum-logo.png?width=264&height=41&name=covisum-logo.png "covisum-logo")](https://www.covisum.com/) [![Start Your Free Trial](https://no-cache.hubspot.com/cta/default/2755909/b23743cd-d0df-4907-a66d-293b58ab1164.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/b23743cd-d0df-4907-a66d-293b58ab1164) [![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532) # Vlog: Use the Covisum Software Suite in Your Follow-Up Client Meeting [VIDEO  |  ](https://www.covisum.com/blog/topic/video)11/12/19 1:38 PM  |  by [Lauren Laferla, Director of Communications](https://www.covisum.com/blog/author/lauren-laferla-pr-content-marketing-manager) # Follow-Up Client Meeting Have you ever wondered how Covisum President and Founder, [Joe Elsasser, CFP®](https://www.covisum.com/leadership) 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. ![meeting 2](https://play.vidyard.com/iKwu8fk2wMFhCWn7HQXN2v.jpg?) ## Transcript In our process here in Omaha, our second meeting—we call it a confirmation meeting—and the primary purpose of the confirmation meeting is to ensure that we have the client's goals and available resources or assets all right in our system. So, we want to be basically confirming everything that we learned in our initial meeting and everything that we gathered from the documents they provided. Now, while we're doing that confirmation, we also want to be testing some of the potential solutions. I'll give you one great example. And that is a Social Security delay. There are some people who flat out never, ever will be comfortable with both members of a couple delaying till age 70. The uncertainty of doing so in light of the uncertainty in the Social Security system and the uncertainty in life expectancy is just too much for them. So, it does them no good if we come back to them with a recommendation that they both delay until 70, because they simply won't implement it. Instead, what we need to be doing is identifying whether or not they can stomach the best decision, and if they can't stomach the best decision as we can identify it with [Social Security Timing®](https://www.covisum.com/social-security-timing), then what is the best decision that they *can* stomach? And how do we move them towards the best decision that they can actually implement? That's really the purpose of the confirmation meeting: to lay out those initial findings. Once you've confirmed all the facts, lay out the initial findings and make sure that they're comfortable with those potential solutions, because those solutions form the groundwork of what will become the financial plan and the final deliverable in the next meeting. ## Build Your Custom Tech Stack  You have all of the tools to alleviate client concerns and make sure they feel prepared for the next chapter of their lives with a comprehensive retirement investment strategy. Show them what their retirement could look like with an overview in [Income InSight®](https://www.covisum.com/income-insight) or dive into specifics with [Social Security Timing®](https://www.covisum.com/new-social-security-timing), [Tax Clarity®](https://www.covisum.com/new-tax-clarity), and [SmartRisk™.](https://www.covisum.com/smartrisk)   ![blog_covisum-free-trial](https://www.covisum.com/hs-fs/hubfs/%5BSBM%5D%20CTAs/blog_covisum-free-trial.png?width=700&name=blog_covisum-free-trial.png)   ### Share this article [![Share on Facebook](https://static.hubspot.com/final/img/common/icons/social/facebook-24x24.png)](http://www.facebook.com/share.php?u=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fvlog-use-the-covisum-software-suite-in-your-second-client-meeting%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on LinkedIn](https://static.hubspot.com/final/img/common/icons/social/linkedin-24x24.png)](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fvlog-use-the-covisum-software-suite-in-your-second-client-meeting%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on Twitter](https://static.hubspot.com/final/img/common/icons/social/twitter-24x24.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fvlog-use-the-covisum-software-suite-in-your-second-client-meeting%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fvlog-use-the-covisum-software-suite-in-your-second-client-meeting%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=Vlog%3A%20Use%20the%20Covisum%20Software%20Suite%20in%20Your%20Follow-Up%20Client%20Meeting) [![Share on Pinterest](https://static.hubspot.com/final/img/common/icons/social/pinterest-24x24.png)](http://pinterest.com/pin/create/button/?url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fvlog-use-the-covisum-software-suite-in-your-second-client-meeting%3Futm_medium%3Dsocial%26utm_source%3Dpinterest&media=http%3A%2F%2Fcdn1.hubspot.com%2Fhub%2F158015%2F305390_10100548508246879_837195_59275782_6882128_n.jpg) [![Share on Email](https://static.hubspot.com/final/img/common/icons/social/email-24x24.png)](mailto:?subject=Check%20out%20https%3A%2F%2Fwww.covisum.com%2Fblog%2Fvlog-use-the-covisum-software-suite-in-your-second-client-meeting%3Futm_medium%3Dsocial%26utm_source%3Demail%20&body=Check%20out%20https%3A%2F%2Fwww.covisum.com%2Fblog%2Fvlog-use-the-covisum-software-suite-in-your-second-client-meeting%3Futm_medium%3Dsocial%26utm_source%3Demail) ## Related Blog Articles [ ### Video Vlog: Use the Covisum Software Suite in Your Initial Interest Meeting Read ](https://www.covisum.com/blog/vlog-use-the-covisum-software-suite-in-your-initial-interest-meeting) [ ### Video Vlog: Use the Covisum Software Suite in Your Strategy Delivery Meeting Read ](https://www.covisum.com/blog/vlog-use-the-covisum-software-suite-in-your-plan-delivery-meeting) [ ### Social Security Social Security Planning Should Be an Essential Part of Your Practice Read ](https://www.covisum.com/blog/ss-planning-an-essential-part-of-your-practice) [See All Articles](https://www.covisum.com/blog) ## Covisum’s ecosystem of solutions can help you grow. [Sign Up Free](https://idp.socialsecuritytiming.com/register) ## Stay Connected Access industry news, expert insights, best practices, free downloads and more. [![Logo-White-Stacked](https://www.covisum.com/hs-fs/hubfs/Logo-White-Stacked.png?width=124&height=146&name=Logo-White-Stacked.png "Logo-White-Stacked")](https://covisum.com) 444 Regency Parkway Dr. Suite 201 Omaha, NE 68114 - - - - Read Reviews of Our Solutions In: [![Footer Capterra Logo](https://www.covisum.com/hubfs/Capterra_logo%20(1).svg) ](https://www.capterra.com/p/203728/Tax-Clarity/reviews/)[![Footer G2 Logo](https://www.covisum.com/hubfs/logo-g2.png) ](https://www.g2.com/search?utf8=%E2%9C%93&query=covisum) [![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/interactive-193539503962.png) ](https://www.covisum.com/hs/cta/wi/redirect?encryptedPayload=AVxigLK1BZ%2FkulNevPaxg%2BZRo8RNclVNHN3YaxoyV%2Fcc%2F5SGVzCznYuofQR6SjNHbJ7jVdQkMnNNj8hgJFHX%2FhXk%2FyG5w4Qc8VflKC7UQFycZSXduPCyd614%2B0zB3NDqA9VWFvGonFDFtCCVG6J988VoOYoMIFjvEQn%2BXmJkIiYkRap8ICQ%3D&webInteractiveContentId=193539503962&portalId=2755909) [![SOC 2 T2 Logo](https://no-cache.hubspot.com/cta/default/2755909/interactive-193539503801.png) ](https://www.covisum.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLsTbIIbdD63U9NbMrptNLUKR4llusWrtmdNde8gEzX0Cv96fgGNqo%2FMJmH3G%2BtsbSaXXyMC84mG8KZmmBPzk%2B%2B8Jy7f7fGujy21SADBe4WiYHei%2FFH%2BjrFbjFjMCEELW5JpAK7dUOJ99eFFWEf4a4AQeAQk7P7rcaV9rR2CyLrjcl26%2Fz9lkZMkoWZWn9c4nRnMCFw&webInteractiveContentId=193539503801&portalId=2755909) © 2010 – 2026 Covisum®. All Rights Reserved. For advisor use only. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. [Terms and Conditions](https://www.covisum.com/terms-of-use) | [Privacy Policy](https://www.covisum.com/privacy-policy) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Lauren Laferla, Director of Communications", "url" : "https://www.covisum.com/blog/author/lauren-laferla-pr-content-marketing-manager" }, "dateModified" : "2022-03-22T09:47:11.187Z", "datePublished" : "2019-11-12T19:38:00.000Z", "headline" : "Vlog: Use the Covisum Software Suite in Your Follow-Up Client Meeting", "image" : [ "https://www.covisum.com/hubfs/12525_WEB_Covisum_connecting-the-tools_LI.jpg" ], "mainEntityOfPage" : { "@id" : "https://www.covisum.com/blog/vlog-use-the-covisum-software-suite-in-your-second-client-meeting", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.covisum.com/hubfs/Covisum-Logo-Grey.png" }, "name" : "Covisum LLC" } } ```