November was Financial Literacy Month, and what better way to help educate clients about wealth planning than with a video or infographic? HeyAdvisor has released 3 new pieces to spark conversations. Our team put together a short animation, ‘The Value of Advice’, that helps explain the value a financial advisor can add to their lives. Income property ownership is a popular idea for clients but it's not for everyone. We created the infographic ‘The Pros and Cons of Owning an Income Property’ so that you can start a discussion. By popular demand, ‘The Benefits of Participating Whole Life Insurance’ infographic is a great overview to send to your clients you think would benefit from this coverage.
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.