Scott was joined virtually by Joe Elsasser, Founder and President of Covisum, a financial technology company focused on creating software that improves lives through better financial decisions. Joe shares how Covisum came to be and how it successfully help financial advisors serving mass-affluent clients in our near retirement powers some of the nation’s largest financial planning institutions.  

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

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