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How More Financial Advisors Are Helping Their Clients Purchase a Home

2 min read
October 7, 2022

As the industry continues to change and financial advisors move to a more holistic approach, they find themselves talking to their clients about more than just investing. These conversations are around different aspects of wealth planning such as wills and insurance but are also around life event topics such as buying a house. Since purchasing a house is typically the biggest purchase Canadians make, it’s a good time to support your clients and show that you have the knowledge and resources to help them when it comes to making major financial decisions. Here are a few ways you can help your clients when they are buying a home. 

Educate them on the process.

There are lots of key steps to buying a house such as finding a trusted realtor, identifying the must-haves and nice haves and deciding on a budget for the purchase just to name a few. Helping your clients by sending them educational content around this is a way to add value and show you care but not spend a lot of time. HeyAdvisor’s client education content library has a variety of videos and infographics on the topic of buying a house that are specifically built to help Canadian financial advisors do this.

Help them find a mortgage.

This is a key part of purchasing a home that can take up a lot of time and resources for your clients. Many people spend a lot of time trying to figure out the best rates or finding a trusted broker. Partnering with a company such as Homewise will enable your clients to easily find the best rates all while having an easy digital experience. This doesn’t take any more time or resources on you as a financial advisor but adds value to your client relationship. 

Support them as an advisor.

Lastly, make yourself available to answer any questions. You may not be an expert on purchasing a house but you can still help them make key financial decisions around the purchase. Helping your clients figure out how much they can afford and what homeownership will cost are small ways you can provide advice. 

Purchasing a home is an exciting time for potential buyers. By providing advice and support around this major purchase, you will set yourself apart from other advisors and show you care about what matters most to them. 

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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.

Emily Reed
CEO and Co-Founder of HeyAdvisor
Emily is a former associate financial advisor with over 13 years experience in the financial industry. For over 8 years, she has also been working closely with advisors to help them create a more systematized business with a focus on attracting and retaining their ideal clients.

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