Have you created a new year’s resolution to find better ways to engage your clients? Do you want to be more consistent with your social media? Or perhaps add a resource section to your website? Well, HeyAdvisor is here to help! We’ve created three brand-new content pieces to help you achieve your goals in 2023. The latest animated video, ‘The Importance of Having a Financial Plan’ will help show your clients the reasons to have a well-thought-out financial plan. The ‘Planned Giving’ infographic provides a visual explanation of what it is, how it works and its benefits. Last but not least, we've collaborated with a lawyer to create our new ‘Postnuptial Agreements’ infographic to help you make this somewhat difficult client conversation more comfortable and engaging.
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.