






January is all about setting direction for the year ahead. This month’s content release includes new, ready-to-use pieces designed to help you reconnect with clients, spark meaningful conversations, and get back into a consistent social media rhythm after the holidays. Check out the five new pieces added to the library.





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.