Closing the deal: first meeting must-do’s

Contributed by Joe Elsasser, CFP® president of Covisum You’ve done it. You’ve created a business and marketing plan. You’ve promoted your seminar, successfully filling the room with the right audience. Several potential clients have reached out to you to follow up and create retirement plans for them. Success! But, wait. How will you close the Read more about Closing the deal: first meeting must-do’s[…]

Generate the right leads for your practice

Katie Godbout, Marketing Strategist Recently, we talked about how to create a strategic marketing plan. Now, let’s build on that. Aligning your goal, objectives, and tactics After you’ve invested the time to clearly define your business goal and you’ve worked through all of the possible objectives and tactics you will need to complete in order to Read more about Generate the right leads for your practice[…]

Behind the scenes at The Arrow Group meeting in Omaha

Financial advisors from all over the country rallied in Omaha, Nebraska, April 4 and 5 at the Embassy Suites by Hilton Omaha Downtown Old Market. Joe Elsasser, president of Covisum, started the event with exciting updates from Covisum. In the first session, members broke into accountability groups for a team-building activity featuring the Johari Window. Read more about Behind the scenes at The Arrow Group meeting in Omaha[…]

The Arrow Group member feature: Jeremy Armagost

Jeremy Armagost, CFP® RICP® has earned his Master’s Degree in Financial Planning from the College for Financial Planning. He has also earned the RICP® designation which is an advanced designation dealing with retirement income planning. Prior to his financial planning career, after graduating from the Air Force Academy, he spent 10 and a half years as Read more about The Arrow Group member feature: Jeremy Armagost[…]

The School: improving lives through better retirement decisions

Financial advisors, now more than ever, must demonstrate value to clients in order to maintain and grow their businesses. But how? Broaden your expertise Improving lives through better financial decisions means advisors need to be current on Social Security rules, tax issues, risk management and how to supplement Social Security income by efficiently harvesting clients’ Read more about The School: improving lives through better retirement decisions[…]

How can financial advisors add significant value for clients?

Financial advisors have a great opportunity to help clients harboring misunderstandings of common systems with significant financial impact. Using education and visualization of these systems, it’s possible for advisors to add significant value to their client’s lives. We recently wrote about how Social Security claiming strategies can still offer a significant savings – $114,000 on average. Read more about How can financial advisors add significant value for clients?[…]

Dead or alive?: Social Security planning a year after Bipartisan Budget Act

The reports of the death of Social Security planning have been greatly exaggerated. A year after its passage, we look at how the legislation’s elimination of two key Social Security claiming strategies has impacted clients and financial advisors. When lawmakers passed the Bipartisan Budget Act of 2015 in October of that year, predictions circulated that Read more about Dead or alive?: Social Security planning a year after Bipartisan Budget Act[…]

Lauren DeGroot, Arrow Group member

Lauren DeGroot is an associate advisor at Sequent Planning, LLC, an Omaha-based investment advisory and financial planning firm. Her practice is focused specifically on helping people with major retirement-related decisions, including when to take Social Security, when to draw from various retirement accounts and how to manage risk and taxes throughout retirement. As a member Read more about Lauren DeGroot, Arrow Group member[…]

How should you measure portfolio diversification?

Diversification is achieved when the gains in certain holdings of your portfolio offset the losses of other holdings. It means that you don’t have all (or most) of your eggs in the same basket. Diversification is critical because it reduces the impact of (bad) luck and isolated events on the overall performance of your portfolio. Read more about How should you measure portfolio diversification?[…]

Dijana Cenic. All Rights Reserved.