Press

Prospective clients use online research to influence both small and significant decisions, including who helps them with their finances. Advisors can and should use this opportunity to meet their prospects where they are and show them the value they are looking for. Covisum's Vice President of Sales and Marketing offers several tips for using digital marketing to generate leads in the latest issue of Perspectives magazine.

Social Security benefits supplement retirement income for millions of Americans, so it's important for financial advisors to have extensive knowledge about the program. Advisors who go a step further and use Social Security planning software have a competitive edge over those who don't. Social Security optimizers can illustrate the value of a smart claiming decision. Covisum Founder and President, Joe Elsasser, CFP®, examines this further in the latest issue of Perspectives magazine.