How do I grow my business with you?

Covisum creates the software and provides the support financial advisors need in order to provide better answers for retirees and pre-retirees, whether you are trying to grow through marketing or referrals - or both!

Growth through Marketing

Step 1: Subscribe to the Right Combination of Software

When you subscribe to any one – or more than one – of our software solutions, we will train you on how to use the tool. Access to our live expert support team is included with your subscription. Our support team can help you with case questions as well as coach you on how to communicate your value based on the reports.

Step 2: Schedule Educational Seminars

With your paid subscription, we provide a field-tested seminar presentation specific to the content in the software – you get a different seminar with each software subscription. These presentations position you as the expert that your community needs and help you differentiate your practice.

Many of our advisors use educational seminars to attract new clients. We provide numerous resources, free of charge, to help support these efforts:

Step 3: Marketing Your Expertise & Events

We also provide several free resources specific to marketing your financial practice online, including:

Step 4: Grow Your Knowledge and Experience with Live and On-Demand Webinars

Provide more to your existing clients when you learn how to transition them from one aspect of financial planning to a comprehensive strategy. Right now, the topic of taxes is top of mind for consumers. Learn how to leverage technology to benefit your existing business, helping your clients add value to their bottom line. Covisum produces numerous free, educational webinars, including:

Step 5: Receive Free, Ongoing Support

Think of our support team as an extension of your team. After you take a trial or purchase, if you have questions about the software or reports, our expert support team is available Monday - Thursday from 7:30 a.m. to 5 p.m. and Friday 7:30 a.m. to 2 p.m. Central Time at 877.844.7213 or via email at You also have 24-hour access to our knowledge base.

Step 6: Get Started!

  1. Start with a free trial to see the power of the software and generate actionable reports.
  2. Purchase full subscriptions to access the seminar presentations and client-facing marketing materials.
  3. Begin marketing your practice and growing your business!

Free Trials

Here's the link to take a free trial of Social Security Timing.

Here's the link to take a free trial of Tax Clarity. 

Here's the link to take a free trial of SmartRisk.

Here's a link to take a free trial of Income InSight.

Growth through Referrals

Step 1: Client Referrals 

The best way to ask clients for referrals is face-to-face, not over the phone or via email. Therefore, client meetings are often the best time to bring up the topic. Make sure to add the discussion about referrals to your meeting agenda.

  1. One approach is to put referrals towards the meeting’s conclusion. If the meeting has gone well, you could build on the positive interaction and ask for a referral.
  2. You could also bring up referrals after you've finished discussing their Social Security Timing, Tax Clarity, SmartRisk, or Income InSight report.
  3. Conclude your referral request with a statement such as, "As you know, my business grows by referrals. If you find value in our relationship, feel free to tell people about me."
  4. Provide a link to your referral landing page that includes your business philosophy, your professional credentials, your education your firm's values and other information as to why people should work with you. Make sure you offer easy steps for following up by phone or email.
  5. Be sure to thank clients if any of their recommendations result in a follow-up visit.

Step 2: Professional Referrals 

Generating referrals from outside your client base, often from other advisors, requires a concerted effort to build a network of people with complementary specialties:

  • Accountants
  • Attorneys
  • Estate Planners
  • Appraisers
  • Insurance Professionals
  • Tax professionals
  • And Others

You can take specific steps to build and strengthen these types of relationships. For instance:

  • Host joint events or a series of seminars to the same audience. Each of our software options includes a seminar presentation.
  • Refer your clients to the others in your network, for services in areas where you won’t be involved. Make use of our free CPA letter template.
  • Attend industry conferences
  • Participate in public forums
  • Maintain an active presence on LinkedIn
  • Join membership organizations

The more you initiate contacts with potentially helpful outsiders, the greater the chance that you’ll receive appropriate referrals in return.

Additionally, you should build and maintain relationships with other advisors who have a parallel niche, in terms of their client base. For instance, if you mainly serve clients in the Medicare and Social Security age range, when a prospect doesn’t fit in your niche, you can refer that individual to a more suitable financial planner and vice versa.

Covisum software can help you grow your financial planning practice by helping you communicate and deliver additional value to your clients. Separately, each tool can help you offer actionable insights into individual elements of a financial strategy. Together, the Covisum software suite allows you to build a comprehensive retirement strategy that includes: Social Security, tax efficiency, portfolio comparison and more.

Free Trials

Here's the link to take a free trial of Social Security Timing.

Here's the link to take a free trial of Tax Clarity. 

Here's the link to take a free trial of SmartRisk.

Here's a link to take a free trial of Income InSight.