New
Infographic
Understanding Emotional Biases in Financial Decisions
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How is it the end of August already? As summer moves along, it’s the perfect time to share fresh insights with clients and keep important conversations going. Our latest HeyAdvisor content is designed to simplify complex strategies, highlight your value as an advisor, and spark conversations that strengthen client relationships.
Our new video, “The Leveraged Life Insurance Process” helps clients grasp a complex insurance strategy in a straightforward way. It positions you as the expert who can guide them through advanced planning conversations with clarity and confidence.
The latest full-sized infographic, “Understanding Emotional Biases in Financial Decisions” demonstrates why clients often let emotions drive financial choices. By sharing it, you help clients recognize these biases and reinforce your value as a steady, objective voice in their decision-making.
To keep your social presence strong all summer long, we’ve released three new Quick Insights, bite-sized visuals built for social sharing:
These new visuals are more than just content, they’re tools to help you demonstrate expertise, build stronger relationships, and guide clients through the decisions that matter most. Add them to your conversations, share them with your audience, and use them to show clients why your advice makes all the difference.
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.
