White Glove Discounts on Covisum's Software Stack

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Imagine software so advanced, it can quickly and easily show the impact of different financial planning decisions on a client’s plan. Income InSight provides the structure for a systematic, scalable financial planning process and a comprehensive alternative to other programs where you piece together a plan. Replace multiple tools in your “tech stack" and understand the key variables of life expectancy, tax efficiency and sequence of withdrawals. Plus, with a subscription to any of the Covisum tools, you get an entire support team to help you answer subject matter and software questions. Learn more Pricing

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Tax Clarity

Tax Clarity allows an advisor to quickly diagnose client situations in which an additional dollar is withdrawn or contributed from a retirement account or a capital gain harvested from a non-qualified account would have an impact far greater than their tax bracket would suggest. Strengthen your value to clients by showing ways to make even smarter decisions about when to realize income or gain with Tax Clarity. Learn more Pricing

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To receive 40% off an annual subscription, use coupon code WhiteGlove


SST

A subscription to Social Security Timing® gives you access to our industry-leading, patented software and our team of Social Security experts. Social Security Timing allows advisors to sort through the thousands of Social Security claiming options and identify the one that offers the highest lifetime value to clients. The difference between what most people do and what Social Security Timing would suggest they do is often over $100,000. Learn more | Pricing

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To receive 40% off an annual subscription, use coupon code WhiteGlove


Covisum SmartRisk

SmartRisk is the best solution for advisors to properly align their client’s risk tolerance with the actual risk in their portfolio. We believe a solid risk discussion is the central element of behavioral coaching, which multiple studies have quantified as delivering Advisor Alpha upwards of 1.5% annually. SmartRisk technology utilizes heavy-tailed risk models and a unique asset interaction report that ensures you have the best insights available to advise your clients. SmartRisk is powerful technology that serves the needs of advisors. Learn more Pricing

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To receive 40% off an annual subscription, use coupon code WhiteGlove


How to Convert Seminar Attendees to Clients

You've successfully attracted people to attend your educational seminar, now what?

Your follow-up and follow-through are critical to converting these prospects into clients. If you cannot demonstrate your value clearly in these initial interactions following the seminar, you risk losing your hard work and investment into the seminar. These would-be clients won’t even make it to your office. Or worse — after meeting with you, they could be disappointed and spread a negative opinion of you, soiling your reputation.

But you can earn their business for years to come, if you follow-up and follow-through correctly. Read more.


Financial Advisors & CPAs

Collaboration leads to better outcomes 

CPAs can add value to your practice, both by providing tax advice and by referring clients who need financial plans. Tax advice that a CPA gives is different than the advice you can give for a tax-efficient retirement plan. But when paired together, this advice empowers your client to make the best financial decisions. Use our free CPA introduction letter template to forge the relationships that will result in better retirement plans for your clients. Read more and download our free CPA letter template.


Demonstrate the Value You Add to Your Client's Retirement 

Your first meeting with a prospective client is crucial 

You have a short window to build a connection and really show the value you can add to their retirement plan. Follow this step-by-step process to increase the number of prospective clients who want to work with you. Read more. 

Check out our latest seminar content.