Content Release: September

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1 min read
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September 28, 2022

Back to school... for your clients! We've released 3 new content pieces this month to help you educate your clients and set them up for success this fall. We know a lot of you have been talking to emotional clients lately, so we’ve created an infographic for you to help calm their nerves. Our new infographic ‘The Cycles of Investor Emotions’ will help explain the various common emotions investors experience during a turbulent market and the importance of staying calm, diversified and invested. Our video this month, ‘Key Questions During the Succession Planning Process’ will spark conversation with your clients who are business owners about their exit plan for their business. Lastly, many clients don’t know the benefits of purchasing life insurance early and our “Why You Should Buy Life Insurance When You're Young” infographic will help convince them to take action at a young age. As always, we love ideas so reach out if there is something you’d like to see in our library.

New
Updated
Video

Key Questions During the Succession Planning Process

Planning for Retirement
Owning a Business
New
Updated
Infographic

Why You Should Buy Life Insurance When You're Young

Getting Married
Having a Baby
New
Updated
Infographic

The Cycle of Investor Emotions

Starting to Invest

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HeyAdvisor is a digital content library for Canadian financial advisors. We provide infographics and videos that can easily be integrated with email and social media. Review our plans here.

Sammy Claydon
CCO and Co-Founder of HeyAdvisor
Sammy is a producer, designer, and animator. For over 6 years she has worked in the creative industry. Her understanding of financial topics as well as creative capabilities have enabled her to explain concepts visually in an informative and entertaining way.

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