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September brings fresh opportunities to educate your clients with our latest content releases! We've added three new pieces to the library, designed to help Canadian financial advisors keep their clients informed and engaged.
Our new video, "The Importance of Naming a Power of Attorney" simplifies a complex topic, offering your clients a clear understanding of why choosing a power of attorney is essential. Sharing this piece with clients can help guide meaningful discussions around safeguarding their financial future and motivate them to take the necessary steps for long-term security.
We’ve also released the video, "Behavioural Finance and How Psychology Shapes Your Wealth" which dives into the impact of emotions and biases on financial decisions. Use this piece to demonstrate your understanding of the importance of psychology in financial decisions, highlighting your commitment to guiding clients toward more informed and strategic choices.
Lastly, with the help of our friends at CompareHealth, the "How Insurance Providers Define a Year" infographic breaks down the often-confusing terminology used in insurance policies. This infographic will highlight your expertise in simplifying complex insurance terms, helping clients better understand their coverage and make more confident decisions about their insurance needs.
With HeyAdvisor white-labeling these content pieces with your branding, you get to take all the credit! Seamlessly integrate them into your client engagements and marketing strategies, empowering your clients to take proactive steps in their financial planning journey.
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.
