It’s August, and while the sun shines outside, we're here to add some sizzle to your client conversations with fresh content. Introduce your clients to the benefits of trusts with the "Maximizing Your Wealth With a Family Trust" video. Send the "RESP Funding Strategies" videos to assist in breaking down two common ways HNW clients fund RESPs. Lastly, use our "Individual Health and Dental Benefits" infographic to illuminate insurance planning opportunities.
We’ve crafted these content pieces to simplify complex topics and help you stand out as a trusted advisor. Whether you send via email or share on social media these content pieces will elevate your client interactions.
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.