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Podcast: Joe Elsasser on FSPtalks

Covisum Founder and President, Joe Elsasser, CFP®, was recently a guest on the FSPtalks podcast. He spoke with host David Maola about leadership, risk taking, and the future of financial technology. You can listen here. FSPtalks brings together influential leaders across the financial services industry for enlightening conversations on leadership. This podcast is brought to you by FSPgo.
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In The News

ThinkAdvisor: The 2 Things Your Clients Need to Know About Life Insurance

This week in his Hidden Value column for ThinkAdvisor, Joe Elsasser, CFP®, talks about the benefits of  clearly explaining two concepts in permanent life insurance policy design — funding level and growth potential. These two basic levers are easy for clients to understand and can readily help advisors explain why one policy type or structure would be a better fit for a client’s goals than another structure.
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In The News

Perspectives Magazine: Accommodating Post-Pandemic Consumers

Financial services are an increasingly tech-driven industry. As a financial advisor moving into 2021, technology will be your foundation for reaching new clients and retaining your existing ones. Being able to demonstrate value virtually has become fundamental to not only growth, but customer retention. The new digital approach to consumer decision-making may be overwhelming to financial advisors who have long relied on traditional methods of attracting new customers.
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