From cottage weekends to patio season, summer gives clients space to reflect, and that makes it a golden opportunity to connect with meaningful financial guidance. Our latest HeyAdvisor releases are designed to help you do just that, keeping you top of mind with relevant content that resonates.
Our new video, “Maximize Your Retirement by Timing CPP & OAS”, breaks down how the timing of government benefits can affect long-term income. It’s a practical resource for clients nearing retirement who want to make informed decisions about when to start their benefits.
We’ve also added a new infographic, “Here’s Why an Insurance Advisor Makes All the Difference”. This visual guide highlights the unique value an advisor brings to the table, helping clients see the benefits of working with a professional when navigating insurance decisions.
To keep your social presence strong and educational, we’ve released three new Quick Insights, bite-sized visuals built for social sharing:
Stay connected with clients this summer by sharing relevant content that reinforces your role as a trusted guide.
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.
