Happy New Year to our financial advisor community! As we step into 2024 we are excited to announce of first content release of the year, starting off with 3 new quality pieces you can add your branding to.
The new video "Making a Difference: Charitable Giving via Life Insurance" is perfect for showing clients how to support their favorite causes while planning their finances. It’s a great way to show you care about what matters to them. For your clients who run their own businesses, the "Tax Tips for Entrepreneurs" video outlines some easy-to-implement steps for business owners. Sharing this with them can help make tax season less daunting for your clients. Our infographic "Retirement Planning at Every Career Stage" is a simple, visual guide for clients of any age. It’s a helpful conversation starter about planning for the future. Plus, we’ve updated our "Income Tax Video" to ensure you are sharing the most current information. Each of these tools is designed not just to inform your clients, but to spark meaningful conversations. Keep those client chats going, and look out for more useful content coming your way all year!
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.