June is when the pace starts to shift. Clients are in less of a planning headspace and more of a reflective one, which makes it a good time to stay visible with something educational. This month's release adds five new pieces spanning estate planning, investing and more, so you've got something worth sending before the summer drift sets in.
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.
