Educating your clients is a crucial way you add value as a financial advisor - but did you know that the brain processes visual content 60,000x faster than text? We’ve created 3 new content pieces that will inform, entertain and engage your clients. Our latest animated video ‘Understanding Inflation’ explains some of the main reasons for inflation. Who knew inflation could be fun? We’ve created an infographic about ‘GICs’ that provide an overview of why investors might consider adding them to their portfolios. March is fraud prevention month and investment scams are on the rise (yikes!) so we created the ‘How to Spot an Investment Scam’ infographic to help you make your clients aware of some red flags.
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.