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Content Released in 2021

2 min read

December 28, 2021

The year is almost over, and it’s been a busy one! Here is a list of all the content added to the HeyAdvisor library this year. If you are not a member, and would like to view the content, you can sign up for our free 7-day trial.

‍Will Planning

Considerations When Choosing Guardians
Will Planning Myths & Facts
What to Think About When Writing Your Will
Types of Insurance
Life Insurance Needs Over Your Lifetime

Investing

Dollar-Cost Averaging
What is a Mutual Fund
What is an ETF
Types of RESPs
Cryptocurrency

Family

What to Expect Financially When You Are Expecting
Discussing Finances With Your Aging Parents
New Parents Wealth Planning Checklist

Tax Planning

Tax Tips for the Self-Employed

Home Ownership

The Costs of Selling Your House and Moving
Financing a Home Renovation
Fixed vs Variable Rate Mortgages

Business Planning

Factors to Successfully Transferring a Family Business
How to Run Effective Family Business Meetings
Advantages to Incorporating

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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.

Sammy Claydon

COO and Co-Founder of HeyAdvisor

With a background in design, production, and animation, and a love for technology, Sammy bridges creativity and innovation to transform client engagement in the financial industry.