Bring on the summer! This month, we’ve introduced two new videos and a new infographic that are sure to brighten your marketing efforts and warm up your client conversations.
Our new video, "Key Factors That Affect the Price of Disability Insurance," breaks down the elements influencing disability insurance costs, making it easier for advisors to help clients understand the costs associated with their insurance needs.
Next up, "How Business Owners Can Exit" is an essential video for advisors working with entrepreneurial clients. It’s a great conversation starter for advisors looking to guide their clients through business succession planning.
Lastly, our "Minimize Taxes Through Smart Estate Planning" illustrates strategies to reduce tax, making this aspect of the estate planning process more accessible and understandable for clients.
Each piece is crafted to enhance your advisor-client relationship, offering clear benefits for your clients and ultimately aiding in the discovery of new wealth planning opportunities.
Incorporate these materials into your client engagements and marketing efforts today, and watch your practice flourish with enriched conversations and enhanced client understanding.
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.
