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[…]

Marketing strategy for financial advisors

How should financial advisors market their services? Four steps to achieve success Katie Godbout,  Covisum Marketing Strategist Getting in front of new clients to grow your business can be a challenge in any industry, but it is especially true in retirement planning. So, how can you successfully grow your business? I suggest starting with a solid Read more about Marketing strategy for financial advisors[…]

Our team is growing

Covisum® is pleased to announce the addition of Katie Godbout as marketing strategist. From handshakes to high fives, Katie adds the right mix of smarts and smiles to the Covisum team. She has a history of making an impact and achieving big goals, bringing experience in strategy development, marketing, communication and management to our growing Read more about Our team is growing[…]

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