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by
Emily Reed
&
Sidedrawer
-
2 min read
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January 17, 2023
How to Enhance Your Client’s Digital Experience
This month we have teamed up with SideDrawer to help financial advisors enhance their client’s digital experience. As financial advisors adopt more technology into their business, it’s important to consider how their clients will embrace it. By considering these four factors, you can make sure you benefit your clients when looking at new solutions.
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Productivity
Technology
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Client Service
by
Sammy Claydon
&
Emily Reed
-
2 min read
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Dec 16, 2022
2022: A Year in Review

As we approach the final days of 2022, we wanted to reflect on the year and what it has meant for HeyAdvisor.

As we approach the final days of 2022, we wanted to reflect on the year and what it has meant for HeyAdvisor.

by
Sammy Claydon
&
-
1 min read
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Dec 15, 2022
Content Release: December

Goodbye 2022, hello new content! Every month we look to publish content pieces that help you, as a financial advisor, simplify concepts for your clients.

Goodbye 2022, hello new content! Every month we look to publish content pieces that help you, as a financial advisor, simplify concepts for your clients.

by
Emily Reed
&
-
3 min read
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Dec 15, 2022
Four Ways Advisors Can Build an Impactful Online Presence

Creating an online presence for your business is essential but it can be difficult to identify the activities and steps that will have the biggest impact on your business.

Creating an online presence for your business is essential but it can be difficult to identify the activities and steps that will have the biggest impact on your business.

by
Sammy Claydon
&
-
1 min read
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Nov 30, 2022
Content Release: November

November was Financial Literacy Month, and what better way to help educate clients about wealth planning than with a video or infographic?

November was Financial Literacy Month, and what better way to help educate clients about wealth planning than with a video or infographic?

by
Emily Reed
&
-
3 min read
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Nov 16, 2022
How Advisors Can Build Their Clients’ Financial Literacy

As a financial advisor, it's important to focus on improving your client's financial literacy. This increases trust, strengthens the advisors-client relationship and sets your clients up for financial success.

As a financial advisor, it's important to focus on improving your client's financial literacy. This increases trust, strengthens the advisors-client relationship and sets your clients up for financial success.

by
Sammy Claydon
&
-
1 min read
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Oct 26, 2022
Content Release: October

We are so excited to share all the content we have created this month.

We are so excited to share all the content we have created this month.

by
Emily Reed
&
-
2 min read
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Oct 7, 2022
How More Financial Advisors Are Helping Their Clients Purchase a Home

As an advisor, there are many different ways you can add value to your client relationships. Since purchasing a house is typically the biggest purchase Canadians make, it is important that you help guide your clients the best you can.

As an advisor, there are many different ways you can add value to your client relationships. Since purchasing a house is typically the biggest purchase Canadians make, it is important that you help guide your clients the best you can.

by
Sammy Claydon
&
-
1 min read
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Sep 28, 2022
Content Release: September

Back to school... for your clients! We've released 3 new content pieces this month to help you educate your clients and set them up for success this fall.

Back to school... for your clients! We've released 3 new content pieces this month to help you educate your clients and set them up for success this fall.

by
Emily Reed
&
-
4 min read
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Sep 14, 2022
How Advisors Can Attract the Next Generation of Clients

Business development is essential in order for an advisory business to prosper and grow. As millennials enter their peak earning years, it's important that these potential clients are not overlooked.

Business development is essential in order for an advisory business to prosper and grow. As millennials enter their peak earning years, it's important that these potential clients are not overlooked.

by
Sammy Claydon
&
-
1 min read
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Aug 25, 2022
Content Release: August

Is it the end of August already? This month we've added a bunch of great content to our library.

Is it the end of August already? This month we've added a bunch of great content to our library.

by
Emily Reed
&
-
4 min read
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Aug 5, 2022
Why Educated Clients Are More Engaged and Better for Your Business

Providing insurance solutions to clients can be challenging in many ways and most of the time, when the process stalls, it's because the client doesn’t have enough of a reason to follow through. As an advisor, you need to help create a powerful enough ‘why’ and the best way to do this is through education.

Providing insurance solutions to clients can be challenging in many ways and most of the time, when the process stalls, it's because the client doesn’t have enough of a reason to follow through. As an advisor, you need to help create a powerful enough ‘why’ and the best way to do this is through education.

by
Sammy Claydon
&
-
1 min read
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Jul 27, 2022
Content Release: July

We love these new content pieces and we hope you will too! New content includes, "Common Misconception About Marriage Contracts", "Duties of an Executor" and "Student Disability Insurance".

We love these new content pieces and we hope you will too! New content includes, "Common Misconception About Marriage Contracts", "Duties of an Executor" and "Student Disability Insurance".

by
Sammy Claydon
&
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5 min read
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Jul 14, 2022
How Much Does it Cost to Make an Animated Video?: A Guide for Financial Advisors

Providing relevant content to clients and potential clients is essential for financial advisors to excel in today's digital environment. We put together a breakdown of how much it really costs to produce custom animated videos.

Providing relevant content to clients and potential clients is essential for financial advisors to excel in today's digital environment. We put together a breakdown of how much it really costs to produce custom animated videos.

by
Sammy Claydon
&
-
1 min read
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Jun 28, 2022
Content Release: June

Summer is here, and so is lots of new content! We've added 3 new pieces to the HeyAdvisor library.

Summer is here, and so is lots of new content! We've added 3 new pieces to the HeyAdvisor library.

by
Emily Reed
&
-
5 min read
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Jun 8, 2022
How Financial Professionals Can Use Content Marketing to Stay Competitive

We are excited to share that we were featured on Fintech.ca! We shared some ways financial professionals can use content marketing to stay competitive.

We are excited to share that we were featured on Fintech.ca! We shared some ways financial professionals can use content marketing to stay competitive.

by
Sammy Claydon
&
-
1 min read
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May 31, 2022
Content Release: May

Two new infographics - 'What Is Disability Insurance?" & "What Is the Tax-Free First Home Savings Account"

Two new infographics - 'What Is Disability Insurance?" & "What Is the Tax-Free First Home Savings Account"

by
Emily Reed
&
-
4 min read
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May 11, 2022
How Automated Learning Paths Can Free Up Time and Engage Your Clients

Any time you find a way to automate an aspect of your business, you not only save time for yourself and your team but you ensure that the clients receive the deliverables you promised in the time frame you outlined.

Any time you find a way to automate an aspect of your business, you not only save time for yourself and your team but you ensure that the clients receive the deliverables you promised in the time frame you outlined.

by
Emily Reed
&
-
5 min read
-
Apr 13, 2022
How Advisors Are Successfully Using HeyAdvisor

Since we've started, we have learned a lot from the financial advisors using our product. This month, we thought we would share with you the different ways our users are sending HeyAdvisor content to their clients.

Since we've started, we have learned a lot from the financial advisors using our product. This month, we thought we would share with you the different ways our users are sending HeyAdvisor content to their clients.

by
EstateBox
&
-
4 min read
-
Mar 8, 2022
Leveraging Technology to Strengthen Client Relationships

Learn how technology can not only strengthen client relationships but help you get the full picture of your client’s estate plan and give comprehensive advice.

Learn how technology can not only strengthen client relationships but help you get the full picture of your client’s estate plan and give comprehensive advice.

by
Emily Reed
&
-
2 min read
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Feb 1, 2022
3 Ways to Keep the Next Generation of Clients Engaged

As you look to expand their business to include millennial clients, it’s important to focus on how you can keep them engaged in the wealth planning process...

As you look to expand their business to include millennial clients, it’s important to focus on how you can keep them engaged in the wealth planning process...

by
Emily Reed
&
AdvisorFlow
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3 min read
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Jan 12, 2022
New Year & New Technology to Enhance the Client Experience

As we enter into 2022, you may be looking at integrating new technology to enhance the client experience. We have partnered with AdvisorFlow ...

As we enter into 2022, you may be looking at integrating new technology to enhance the client experience. We have partnered with AdvisorFlow ...

by
Sammy Claydon
&
-
2 min read
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Dec 28, 2021
Content Released in 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...

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...

by
Emily Reed
&
-
3 min read
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Dec 15, 2021
Being There for Your Clients by Providing Educational Content

As an advisor, it’s important to educate your clients around financial issues that relate to their current life events. By positioning your communications this way...

As an advisor, it’s important to educate your clients around financial issues that relate to their current life events. By positioning your communications this way...

by
Emily Reed
&
-
1 min
-
Dec 1, 2021
HeyAdvisor Has Joined the Pledge 1% Movement

HeyAdvisor has joined Pledge 1%, a global movement to create a new normal for companies of all sizes and stages to have a positive social impact...

HeyAdvisor has joined Pledge 1%, a global movement to create a new normal for companies of all sizes and stages to have a positive social impact...

by
Emily Reed
&
-
3 min read
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Oct 28, 2021
How Education Sets the Stage for Effective Client Meetings

Educating your clients before your meetings will ensure they have a basic understanding of what you are going to discuss and puts them in a better position to make informed decisions...

Educating your clients before your meetings will ensure they have a basic understanding of what you are going to discuss and puts them in a better position to make informed decisions...

by
Emily Reed
&
-
2 min read
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Oct 4, 2021
How to Be an Educator Online

Advisors spend a lot of time educating their clients. This is usually done in conversation when completing...

Advisors spend a lot of time educating their clients. This is usually done in conversation when completing...

by
Emily Reed
&
-
2 min read
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Sep 7, 2021
Prospecting in a Digital Age

The advisor world is changing every day and one aspect that has evolved is how advisors handle prospecting. Client referrals used to come primarily...

The advisor world is changing every day and one aspect that has evolved is how advisors handle prospecting. Client referrals used to come primarily...

by
Emily Reed
&
-
2 min read
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Aug 3, 2021
How to Build an Online Presence

Your online presence says a lot about who you are as an advisor. In my conversations with advisors...

Your online presence says a lot about who you are as an advisor. In my conversations with advisors...

by
Emily Reed
&
-
2 min read
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Jul 6, 2021
Segmenting Your Clients by Age

Segmentation is an important part of a successful wealth advisory business and allows you to make the conscious...

Segmentation is an important part of a successful wealth advisory business and allows you to make the conscious...

by
Emily Reed
&
-
3 min read
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Jun 9, 2021
How To Connect With Your Clients' Adult Children

As it turns out, millennial investors aren’t choosing robo-advisor platforms over financial advisors as...

As it turns out, millennial investors aren’t choosing robo-advisor platforms over financial advisors as...

by
Emily Reed
&
-
3 min read
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May 4, 2021
The Power of Visuals

As an advisor, a big part of your job is finding simple ways to explain complex topics, to help your clients...

As an advisor, a big part of your job is finding simple ways to explain complex topics, to help your clients...

by
Emily Reed
&
-
2 min
-
Apr 6, 2021
How Millennials Think About Investing

Millennials are now the largest generation and their earnings have started to increase. They are climbing...

Millennials are now the largest generation and their earnings have started to increase. They are climbing...

by
Emily Reed
&
-
2 min read
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Mar 2, 2021
Using Webinars To Attract and Retain Millennial Clients

Financial advisors need to be leveraging technology to strengthen their client relationships and one great way to do this is by hosting webinars.

Financial advisors need to be leveraging technology to strengthen their client relationships and one great way to do this is by hosting webinars.

by
Emily Reed
&
-
2 min read
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Feb 2, 2021
Meeting in a Digital World

Due to recent events, we were all forced into a digital world of online meetings and for some, this was an entirely new experience.

Due to recent events, we were all forced into a digital world of online meetings and for some, this was an entirely new experience.

by
Emily Reed
&
-
2 min read
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Jan 12, 2021
Do You Have A Communication Strategy for 2021?

As we start the new year, we reflect on the past year and set goals to further our success in 2021. As advisors...

As we start the new year, we reflect on the past year and set goals to further our success in 2021. As advisors...

by
Emily Reed
&
-
2 min read
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Dec 9, 2020
Wealth Planning Opportunities for Your Clients Who Are Becoming Parents

Welcoming a baby is a major life event and can spark the need for some wealth planning. This is a perfect time...

Welcoming a baby is a major life event and can spark the need for some wealth planning. This is a perfect time...

by
Emily Reed
&
-
3 min read
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Nov 1, 2020
Life Event Based Wealth Planning for Millennial Clients

Prioritizing wealth planning based on life events can help to make sure your clients are covered at the most...

Prioritizing wealth planning based on life events can help to make sure your clients are covered at the most...

by
Emily Reed
&
-
2 min read
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Oct 31, 2020
Is Your Social Media Account Doing What You Need It To Do?

As a business, your social media presence can be crucial to attracting and retaining the millennial client.

As a business, your social media presence can be crucial to attracting and retaining the millennial client.

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