New
Quick Insight
What Happens When Your Spouse Is (Or Isn’t) Named on Your RRSP
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View Content Piece
When was the last time you asked yourself: Are you a content creator or a financial advisor? At HeyAdvisor, we help you spend less time writing and designing content so you can focus on what you do best, helping your clients.
Our latest video, “Converting Term to Permanent Life Insurance”, explains how the conversion option works and why it may be a smart inclusion for some clients. Share it to show how proactive planning today can help secure long-term financial protection.
Our new infographic, “What Does a Financial Planner Do?” highlights the many ways a financial planner can help clients achieve their goals. It’s a great piece to share with prospects who may not fully understand the value of working with a professional advisor.
There’s no shortage of “finfluencers” online, but not all of them are giving sound advice. This month our 3 new “Quick Insights” will help you share accurate, relevant, and compliance-friendly content that truly makes an impact (and helps you stand out!).
Our three newest Quick Insights include:
Each piece goes beyond sharing information. It helps you start conversations that strengthen relationships, demonstrate your expertise, and keep your advice top of mind. Whether it’s a video, infographic, or Quick Insight, every resource is designed to make complex topics clear and show clients the real-world value of your guidance.
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.
