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SaaS Covisum Founder Joe Elsasser Show 079
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:45:52
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Sinopsis
Joe Elsasser Founder SaaS Covisum Covisum help advisors and their clients create a shared vision of the future. Their suite of financial planning tools, Social Security Timing, Tax Clarity, and, SmartRisk, financial advisors can take a multidimensional, holistic view of retirement for their clients. The company enhances their software services by offering expert training and awesome support. And the firms community of like-minded advisors enables members to leverage each other’s knowledge and experience to enhance their business practices, expertise, and centers of influence. Joe created and patented a software program back in 2011 called Social Security Timing. Joe has helped thousands of financial advisor clients identify optimal Social Security claiming strategies for their clients. He also co-authored the book "Maximize Your Social Security." Joe has been involved in the financial services industry since 2001 as an advisor, a marketer, and a coach. He was also the Director of Advisory Services for Senior