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Have you set a New Year’s resolution to boost client engagement? Want to elevate your social media or add a useful resource section to your website? HeyAdvisor has 3 fresh content pieces (joining our library of over 160!) that you can brand to make 2025 your most engaging year yet.
Our new video, "Corporate Owned Life Insurance", offers a quick introduction to this strategic planning tool. It’s perfect for financial advisors to use when engaging with business owner clients, helping open the conversation about the benefits of corporate-owned life insurance.
Next, the "5 Smart Steps for Saving Towards Long-Term Goals" video provides clear, actionable advice to help your clients approach their financial future. This video is an ideal tool for advisors to motivate clients to take proactive steps toward saving, reinforcing your commitment to their long-term financial success.
We’ve also added the “Family Conversations About Insurance” infographic, which simplifies key insurance topics that clients should cover with their families. This visual resource is perfect for advisors who want to show clients they care about their entire family’s financial protection.
Sign in today to explore these new pieces, and let’s make your 2025 content resolutions a reality!
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.
