Case Study

Strengthening Social Media Presence and Client Education with HeyAdvisor

HeyAdvisor has made it easy to enhance our social media posts with high-quality educational content and allowed us to publish more consistently. The different forms of content lend themselves well to our various social media channels. In particular, the Quick Insights work much better for Instagram than most other finance material. We also appreciate the flexibility and collaborative approach to working with HeyAdvisor, enabling content to be white labeled for our brand to sit front & centre. It has saved us time & elevated the value of our content.

- Marketing Coordinator, Assante Vancouver Centre

Assante Vancouver Centre

Assante Vancouver Centre is committed to helping clients make informed financial decisions through thoughtful planning and education. As part of this mission, the marketing team set out to grow their social media channels by utilizing them as an educational resource. To support this goal, they needed a reliable way to include clear, branded & engaging visuals while maintaining a consistent publishing schedule. They turned to HeyAdvisor for a streamlined solution.

Challenges

A Need for More Engaging Educational Resources
The team wanted to enrich their social media & blog posts with visuals that would help readers understand financial topics more easily.

Limited Time for Content Creation
Producing infographics or videos internally was resource-heavy and difficult to sustain while managing ongoing marketing responsibilities.

A Goal to Publish Consistently and Support Advisor Growth
They wanted their social media posts to be an educational resource for clients.

Growing Their Instagram Page
The team felt much of the compliance approved social media content (i.e long form articles & in-depth market news) was not suited to how users generally use Instagram.

Solution

Assante Vancouver Centre began embedding HeyAdvisor videos and infographics directly into their social media & blog posts. This allowed them to elevate the educational impact & brand visibility of content without needing to produce visuals themselves.The format of HeyAdvisor posts have also allowed AVC to grow their Instagram page with engaging educational visuals more suited to the Instagram format than other financial resources.

Implementation

Faster Article Development

With high-quality visuals already available, the marketing coordinator could focus on writing strong narrative content while relying on HeyAdvisor assets to support the educational goals of each post.

Embedded Content to Strengthen Articles

Infographics for Clear Explanations

HeyAdvisor infographics were added to posts to simplify complex ideas and give readers an easy way to understand key financial concepts.

Videos to Enhance Engagement

Short educational videos were embedded within social media posts & blog posts, offering readers an accessible and engaging way to learn.

Consistent
Publishing Rhythm

The team used HeyAdvisor as an ongoing source of content to maintain a steady flow of timely posts without delays.

Results

More Valuable Educational Content
The blog became a richer resource for clients, offering clearer explanations and a better learning experience.

Time Savings for the Marketing Team
The content creation workload decreased significantly while the quality of output increased.

HeyAdvisor helped Assante Vancouver Centre elevate their social media channels by providing high-quality videos and infographics.

With a streamlined content process and stronger educational visuals, the firm strengthened client engagement and provided advisors with valuable resources they could use in their day-to-day conversations.

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Based in Toronto, Ontario, Canada
contact@heyadvisor.ca