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Welcome to HeyAdvisor!

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Are you part of a larger organization?

Why do we want this info?
If we have an established compliance relationship with your organization, we can simplify things by pre-approving your shareable links and content. Additionally, if we have a partnership, you'll benefit from a discount, helping you save on HeyAdvisor.
Wealth Management Firm
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MGA
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What content display layout would you like?

What would you like to do for your free trial?

For your free trial, you have the option of customizing the content with your branding. You can also browse our library with a generic branding to get a feel for our content.

Brand your content

Add your company name
Upload your logo
Choose your brand colour
Advisor 1 Details

What advisor persona details would you like displayed on the content?

This will be the advisor displayed on all content pieces.
Display Name
Contact Email
Profile Picture
Advisor 1 Details

Add your client-facing details

Not all information is required, only fill out what you would like displayed on your customized content
Job Title
Designations
Phone Number
Booking Calendar
Website
Advisor 1 Details

Add your client-facing social media details

Not all information is required, only fill out what you would like displayed on your customized content
LinkedIn
X
Facebook
Instagram
Advisor 2 Details

What additional advisor persona details would you like displayed on the content?

This will be the advisor displayed on all content pieces.
Display Name
Contact Email
Profile Picture
Advisor 2 Details

Add your client-facing details

Not all information is required, only fill out what you would like displayed on your customized content
Job Title
Designations
Phone Number
Booking Calendar
Website
Advisor 2 Details

Add your client-facing social media details

Not all information is required, only fill out what you would like displayed on your customized content
LinkedIn
X
Facebook
Instagram

Confirm Your Details

Branding Details
Company Name
Company Name
Logo
No logo uploaded
Colour
Select from my logo
Without selecting a logo your content won't be visible.
You've opted to just see the content.
Advisor 1 Display Details
Picture

Display Name

Name

Advisor 2 Display Details
Picture

Name:

Name

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Your content has been generated!

For Brand Pro users, your videos may take a little longer to add your logo. The videos will display without your logo at the start and will be available shortly.

If you selected "Choose a Colour From My Logo" as an option, your colour will display as black for the time being and will be selected by a team member soon.

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