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.
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.
