90% of clients say that how often their advisor communicates and shares information significantly influences their decision to stay and even refer others (Souce: YCharts). This April, we’ve released 3 new content pieces you can use to enhance your client communication.
Our video, "The Path to Financial Well-Being", is a great resource for advisors seeking to equip their clients with simple yet effective steps to manage their finances wisely. Sharing this video will show you not only care about their finances but also their overall life satisfaction and well-being.
Our new video “The Role of Life Insurance in Estate Planning" will help your clients explore the critical role of life insurance within estate planning. This video will provide clients with a clear understanding of how life insurance can be a strategic tool in securing their legacy, making this complex topic accessible and actionable.
With the help of our friends at CacheFlo, we’ve created the "5 Credit Score Myths Busted” infographic to debunk common misconceptions about credit scores in an engaging way. Educate your clients with factual, easy-to-understand information that empowers them to make informed credit decisions.
Each piece is designed to inform, engage, and inspire your clients, making every conversation more impactful. Leverage this content and more from HeyAdvisor to stay ahead in a dynamic financial environment and keep your client relationships strong and informed.
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.
