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Summer may be winding down, but our content library is heating up with three exciting new content pieces to boost your client conversations.
Our new video, Protecting Yourself From Phishing Scams, offers some simple tips for clients on safeguarding their personal information from cyber threats. Use this video in client meetings or in your marketing strategy to promote digital security awareness and build trust by demonstrating your commitment to your clients’ financial safety.
We’ve also released a video titled Health Spending Accounts vs. Wellness Spending Accounts, breaking down the key differences between these two offerings. This piece is ideal for helping your business-owner clients who may be looking to provide benefits plans for their employees and will highlight your expertise in group benefits planning.
Lastly, our new infographic, Understanding Capital Gains Inclusion for Canadian Investors, simplifies a topic that is top of mind for Canadians right now. This infographic is perfect for client meetings or social media, helping to provide a base understanding of capital gains.
Incorporate these new content pieces into your client interactions and digital marketing to enhance conversations, increase financial literacy, and uncover valuable planning opportunities.
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.
