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Spring into client success! This May, we’re excited to release three new content pieces designed to enrich your interactions and help your clients succeed.
Our new video, "Navigating Divorce: 5 Things to Avoid," provides simple tips for clients undergoing a divorce. This resource is perfect for guiding clients through this challenging time.
The "Unlocking Potential with Group RRSPs" video will help your clients who are business owners understand the advantages of these plans. Use this video to spark meaningful discussions about how group benefits can enhance their business and ultimately their financial future.
Our latest infographic, "Secured vs. Unsecured Debt," compares these two debt types, making it easy for clients to grasp the implications of their borrowing choices. This content piece will help foster financial literacy and aid clients in making better-informed debt management decisions.
Each piece is thoughtfully crafted to strengthen your advisor-client relationship, providing practical benefits for your clients and opening new avenues for wealth planning.
We encourage you to integrate these materials into your client engagements and marketing efforts. By leveraging these brandable content pieces, you can set your clients up for success.
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.
