Rev up your client engagement this summer with fresh new content from this month’s release! We added three new content pieces to our library this July.
The new "Key Features of an RDSP," is an engaging video that will help you explain the details of RDSPs to your clients and demonstrate to them that you are looking out for their whole family.
The "Salary or Dividends? Deciding How to Pay Yourself From Your Corporation" infographic is a perfect tool to visually guide your business-owner clients through this critical decision. Sharing this resource will position you as an advisor who can grow with your clients as they grow their business.
Lastly, we added the "Power of Employer-Matched RRSPs" video. This video outlines the potential of increased returns through matched contribution programs helping you empower your clients to maximize their retirement savings.
Each piece doesn't just educate your clients but paves the way for engaging discussions.
So keep those client conversations flowing, and we'll be back next month with more exciting content pieces for your toolkit!
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.