Covisum Now Offering Practice Management Resources for Financial Advisors

Covisum Now Offering Practice Management Resources for Financial Advisors

Today, Covisum®, the developer of Social Security Timing®, Tax Clarity®, SmartRisk™, and Income InSight® software solutions for financial advisors and institutions, announced a new offering – practice management resources.

The latest practice management resource from Covisum, The Financial Advisor’s Guide to Lead Generation, helps advisors create digital content that speaks directly to their target clients’ needs and demonstrates specific expertise.

“The strategies for finding new clients are changing,” said Covisum’s Vice President of Sales and Marketing, Katie Godbout. “Consumers are doing their own research before seeking out a financial advisor. Especially if someone refers you. You need to know that they’re going to check you out online. They don’t want to waste their time if you don’t specialize in the areas that they need.”

The Advisor’s Guide to Lead Generation takes the guesswork out of inbound marketing for advisors.

“Adding some strategic inbound marketing efforts to your traditional marketing channels – like seminars, social media marketing, and direct mail – can give your firm a comprehensive strategy that amplifies your visibility and captures the right leads to grow your business,” said Godbout.

Covisum plans to offer additional practice management resources for advisors starting later this year. The guide is now available for free download on the Covisum website.


Covisum creates software solutions, practice management and marketing resources to help advisors and financial institutions grow and improve lives through better retirement decisions. Covisum powers some of the nation’s largest financial planning institutions and serves more than 20,000 financial advisors. For more information, visit

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