Content Release

Content Release: August

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1 min read
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August 25, 2022

Is it the end of August already? This month we've added a bunch of great content to our library. The ‘Types of Registered Accounts’ video outlines a few ways your clients can use registered accounts to achieve their investment goals. By popular demand, we’ve created an infographic about ‘ESG Investing’ to help advisors appeal to the millennial demographic. Lastly, our ‘Ways to Protect Your Kids Financially’ infographic can help your clients who are raising a family identify wealth planning opportunities.

New
Updated
Video

Types of Registered Accounts

Starting to Invest
Planning for Retirement
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View Content Piece
New
Updated
Infographic

ESG Investing

Starting to Invest
View Content Piece
View Content Piece
New
Updated
Infographic

Ways to Protect Your Kids Financially

Raising a Family
View Content Piece
View Content Piece

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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.

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