Feature Release

Feature Release: Instagram Canva Integrations

1 min read
April 6, 2023

We’ve heard your feedback and we know financial advisors are using Instagram to reach a larger audience of potential clients. We’re excited to tell you that we now support Instagram for all our content.

We’ve added 2 new ways to share:

  • Download the Instagram image and share as is
  • Add your brand colours with our Canva templates

Canva Templates for All Content

Many financial advisors have a specific look and feel to their Instagram feed and we wanted to support this. That’s why we’ve created Canva templates so that you can easily add your colours and logo to the images. All you need is a free Canva account to get started. It’s a super easy and intuitive platform that anyone can feel comfortable using right away!

Best Practices

We have found the best way to post HeyAdvisor content to Instagram is to use Linktree (also free!)

  1. Download the Instagram image from HeyAdvisor for the post and copy/paste the suggested social media caption and hashtags
  2. Add your white-labelled content link for the content piece to your Linktree so that your followers can watch the video, view the infographic and get in touch with you

Social media is a crucial part of building an online presence as a financial advisor and making sure you are on all the major platforms is important. Millennial clients are using Instagram as their preferred social media platform and we hope this new feature helps you reach this audience.

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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
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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