Connect With Your Clients And Prospects With Branded Videos & Infographics
HeyAdvisor’s award winning client content library is trustworthy, easy-to-share and white-labelled with your branding.
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Loved by users from forward thinking organizations
Empower Your Clients
HeyAdvisor supports you in guiding your clients through their financial journey by offering non-product based content that addresses key wealth planning opportunities.
Start a free trialA Marketing Tool for Canadian Financial Professionals
Supercharge your marketing initiatives with immediate access to an extensive digital content library.
HeyAdvisor for
Financial Advisors
250+ Content Pieces to Engage Your Clients and Prospects
Customized with Your Unique Branding
Share to Popular Social Media Platforms With The Click of a Button
Ready-Made Content to Boost Your Online Presence
HeyAdvisor for Firms and Their Advisory Networks
Scalable Content Production to Complement Marketing Teams
Simple Compliance Workflow
Effortless Integration with Existing Technology Infrastructure
Engaging, Relevant, and Trustworthy Content that Resonates with Clients
Research-Backed Reliable Content
Built for Canadian clients with Canadian terminology
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Over 250 content pieces each with its own set of resources like email templates, social media captions, Canva templates, and more!
Simple. Intuitive. Ready to Use.
Automated Branding
Complete our onboarding in under 5 minutes, and your logo, colours and call to action details are added to the entire library. Including new content every month.
Sorted By Life-Event
Connect with your clients at the times that matter most. Our life-event filtering helps you easily find relevant content.
Additional Resources
Every visual piece come with additional resources including pre-written email templates, social media captions and more.
Easy Sharing
Our platform is built with ease of sharing in mind with easy integrations.
Works with the tools you already use
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Trusted by advisors
HeyAdvisor provides great out-of-the-box content that we can use in various channels; social media, blog posts, targeted emails and more. The videos and infographics are fresh and engaging, and there is a wide and ever-expanding library to choose from.
Trinity Wealth Partners
HeyAdvisor has saved me many hours of trying to create the materials myself. The response from clients has been incredible. They like the focused, succinct formats with simple explanations.
CI Assante Wealth Management
Integrating the videos into my online presence has truly made a difference. I've seen a significant increase in engagement on platforms like LinkedIn, where the videos consistently outperform other content. The improved analytics & traffic speak for themselves.
Next Level Insurance
HeyAdvisor provides modern, educational & relevant content. I am finding success using it on LinkedIn and highly recommend it to advisors who work with millennials.
Saas Wealth Insurance
We have been so impressed with the quality of HeyAdvisor’s content. The team is very responsive to questions and a joy to work with. Their content library has been a definite asset to our marketing efforts.
Wealth Stewards Inc.
A great content platform that is updated frequently which is great to have access to on an ongoing basis. The website is well laid out/categorized making it easy to look up specific content if needed. Highly recommend
Steadfast Wealth Team
Award Winning Platform and Library
Why HeyAdvisor?
Visual Library
Engaging visuals to simplify complex topics.
Trusted
Content created and reviewed by financial professionals for accuracy and reliability.
Compliant Content
Pre-approved content through relationships with leading organizations in Canada.
Made for Canadians
Tailored to Canadian regulations and terminology.
Regular Releases
New pieces added monthly ensuring advisors have a steady stream of engaging content.
Seamless Integration
Easily add our content to your existing tools.
