Goodbye 2022, hello new content! Every month we look to publish content pieces that help you, as a financial advisor, simplify concepts for your clients. By popular demand, we released the ‘Offering Group Benefits to Your Employees’ infographic to share with your clients who run businesses to demonstrate the benefits they can gain by offering group benefits and some available options. The ‘Asset Allocation’ infographic is a great piece for new clients (or clients who need a refresher!) that explains what asset classes are and the aspects that affect how their asset mix is chosen. Our latest video, ‘The Benefits of Working With an Insurance Advisor’ gives a clear explanation of how an advisor’s skills and knowledge can help people make better-informed decisions when it comes to insurance. We've also updated the ‘What is The Tax-Free First Home Savings Account?’ infographic with the latest up-to-date information from the Government of Canada. Happy holidays!
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.