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Content Released in 2021

2 min read

December 28, 2021

The year is almost over, and it’s been a busy one! Here is a list of all the content added to the HeyAdvisor library this year. If you are not a member, and would like to view the content, you can sign up for our free 7-day trial.

Will Planning

Investing

Family

Tax Planning

Home Ownership

Business Planning

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HeyAdvisor is a digital content library that financial advisors leverage to connect with their clients. The highly engaging educational library of videos and infographics is white-labelled with advisor branding and can be integrated into email marketing campaigns, websites, client portals and social media. The intuitive library is grouped by life events making it easy to add value to the client relationship at times in their lives that matter most. Review our plans here.

Sammy Claydon

COO and Co-Founder of HeyAdvisor

Sammy is a producer, designer, and animator. For over 6 years she has worked in the creative industry. Her understanding of financial topics as well as creative capabilities have enabled her to explain concepts visually in an informative and entertaining way.