No items found.
Back to school, back to financial literacy! As students hit the books, let your clients dive into HeyAdvisor's newest content. We’ve released three new pieces to help you engage your clients and spark conversations this fall.
The "Understanding Financial Advisor Fees" infographic breaks down fee structures, offering clients clarity and streamlining your discussions around how you are compensated. The "6 Reasons to Purchase Travel Insurance" infographic outlines some of the most important advantages of purchasing travel insurance. Lastly, our video "Benefits of an Immediate Financing Arrangement (IFA)" serves as an introduction to clients on the advantages of an IFA, paving the way for deeper wealth planning conversations. This fall, harness these new content pieces to strengthen client relationships and uncover wealth 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.
