How is it the end of August already? Summer's winding down, but that doesn't mean client conversations have to. This month we've added five new pieces to the HeyAdvisor library, giving you an easy way to stay top of mind before fall planning ramps back up.
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.
