Mike met Joe Elsasser, advisor, writer, speaker and FinTech president, at the FSP Institute last month. In this episode, the two discuss optimizing social security in a new way for clients and bond over second tries as a financial professional.

Joe found his practice needing a better way to support social security, from this Convisum was born. A FinTech software designed to serve clients more efficiently and securely and grow your business.

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Learn more about Covisum here

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