Sun is shining, the weather is getting nicer and the content keeps on coming! We are introducing three new content pieces to our library this June.
First up, we have an engaging video titled "Exploring the Benefits of an Estate Freeze". Sharing this video with your clients will demonstrate your expertise in estate planning, fostering a deeper sense of trust and opening doors to new wealth planning opportunities.
Next on the list is an infographic titled "FHSA vs. RRSP vs. TFSA". This visual resource outlines some of the differences between investment options, helping you empower your clients to make informed decisions.
Lastly, is another attention-grabbing infographic called "Employee Assistance Programs in Addition to Group Benefits". By sharing this content with your clients, you'll not only enhance their understanding of these programs but also position yourself as a trusted advisor who goes the extra mile to provide comprehensive financial education.
Maximize the impact of these powerful resources by adding your unique brand identity to create stronger connections with your clients. See you next for more releases!
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.