July usually means clients shift from planning mode into reflection, thinking more, reaching out less. We've added five new pieces this month on mortgages, insurance and charitable giving to help you stay consistent and stay top of mind even when meetings and emails slow down.
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.
