A new season is a great time to plant the seeds for strong client relationships. Whether your clients are thinking about retirement, insurance, investing, the latest additions to the HeyAdvisor content library are designed to support your conversations.
Need a helpful way to explain RRIFs to clients approaching retirement? Our new video, “Registered Retirement Income Funds (RRIFs),” walks viewers through how RRIFs work—from when they need to convert their RRSP to what determines their minimum withdrawals. It’s a valuable tool for clients transitioning from saving to spending in retirement.
We’ve also added a new infographic, “Investing in an Income Property or the Stock Market?” which compares two popular wealth-building strategies. It’s perfect for clients considering different investment approaches and weighing the pros and cons of real estate versus market-based investing.
To help you boost your social media presence, we’ve added three new Quick Insights—short, educational pieces that come with customizable Canva templates so you can easily reflect your brand:
New content means new opportunities to connect. Log in now and start sharing insights that position you as the expert your clients can count on.
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.
