HeyAdvisor

08/26/2026

How is it the end of August already? Summer's winding down, but that doesn't mean client conversations have to. This month we've added five new pieces to the HeyAdvisor library, giving you an easy way to stay top of mind before fall planning ramps back up.

💥 "The Gaps in Your Group Benefits Plan" Video
💥 ”When Can You Access Money From a LIRA” Infographic
💥 “Return of Premium on Critical Illness Insurance" Quick Insight
💥 “Passive vs. Active Investing” Quick Insight
💥 “What Your Existing Life Insurance Might Miss" Quick Insight

Check out our new content ➡️https://zurl.co/xSVEp

07/30/2026

Cottage weekends and patio season have clients in reflection mode this July. 😎 We've added five new pieces to the HeyAdvisor library to keep you top of mind all summer long.

💥 "Charitable Giving as a Planning Tool" Video
💥 "Whole Life vs. Universal Life Insurance" Infographic
💥 "Fixed vs. Variable Rate Mortgages" Quick Insight
💥 "Investment Time Horizons" Quick Insight
💥 "Understanding Corporate-Owned Life Insurance" Quick Insight

Check out our new content ➡️https://zurl.co/br33D

July usually means clients shift from planning mode into reflection, thinking more, reaching out less. We've added five new pieces this month on mortgages, insurance and charitable giving to help you stay consistent and stay top of mind even when meetings and emails slow down.

06/26/2026

Cottage season is here, and so is a new round of content. Five new pieces just landed in the HeyAdvisor library this month, including one made exactly for the cottage conversation your clients are already having. ☀️

💥 "Turning a Family Cottage Into a Lasting Legacy" Video
💥 ”Do You Need Additional Life Insurance?” Infographic
💥 “Build Strong Financial Habits" Quick Insight
💥 “Living Wills” Quick Insight
💥 “REITs (Real Estate Investment Trusts)" Quick Insight

Check out our new content ➡️ https://zurl.co/VtKZl

06/11/2026

Stop selling. Start educating. The advisors who lead with client education don't just build stronger relationships, they build businesses people talk about. Here's why making education part of your marketing strategy is one of the smartest moves you can make.

Read the blog ➡️ https://zurl.co/GYbZZ

05/27/2026

May brings a natural energy to client conversations. This month we've added five new pieces to the HeyAdvisor library spanning investing, insurance, and estate planning, so wherever your clients are right now, you've got something worth sharing. 🌱

💥 "Passive vs. Active Investing" Video
💥 "Choosing an Executor" Infographic
💥 "Joint Last-to-Die Insurance" Quick Insight
💥 "Portfolio Rebalancing" Quick Insight
💥 "Key Benefits of Child Life Insurance" Quick Insight

Check out our new content ➡️ https://zurl.co/qBNDM

05/05/2026

How do you turn social media into a real educational resource for clients?

We’re excited to share a new impact case study featuring Assante Vancouver Centre, and how their team strengthened their social media presence using HeyAdvisor.

By incorporating ready-to-use videos, infographics, and Quick Insights, they were able to post more consistently, simplify complex topics, and create content that actually fits each platform, especially Instagram.

The result? More engaging content, stronger client education, and less time spent creating everything from scratch.

Check out the case study ➡️ https://zurl.co/s8nVM

04/27/2026

This month's content is packed, polished, and ready to go. Log in to see your 5 fresh new pieces.

💥 "Understanding RRSP Beneficiaries in Estate Planning" Video
💥 ”Early Financial Decisions That Shape Your Future” Infographic
💥 “Use FHSA and HBP Together to Buy Your First Home" Quick Insight
💥 “Do You Really Need Life Insurance?" Quick Insight
💥 “Maximizing Your Wealth With a Family Trust" Quick Insight

Check out our new content ➡️https://zurl.co/XXr70

03/26/2026

March is a natural time for momentum. As the year moves forward, clients are thinking about next steps and staying on track with their goals.

This month’s content release gives you practical, ready-to-share pieces to keep conversations proactive and focused, whether you’re connecting in meetings, by email, or on social media.

💥 "Joint Last-To-Die Insurance Explained" Video
💥 ”Portfolio Rebalancing” Infographic
💥 “How Group Benefits Enhance Your Business" Quick Insight
💥 “What Is Term Life Insurance Conversion?" Quick Insight
💥 “With a Solid Financial Plan, You'll Be Able To" Quick Insight

Check out our new content ➡️ https://zurl.co/67HFm

02/26/2026

While the temperatures may still be low, your client communication doesn’t have to be. We’ve added five new pieces to the library to help you nurture relationships, stay meaningfully engaged with clients, and show up consistently on social media.

A special thank you to Phillip Setter from Policy Stream for lending his expertise to help us create the “Do You Really Need Life Insurance?” video.

💥 "Do You Really Need Life Insurance?" Video
💥 ”Use the FHSA and HBP Together to Buy Your First Home” Infographic
💥 “How an RRSP Works" Quick Insight
💥 “The Cost of Investor Emotions" Quick Insight
💥 “Corporate-Owned vs. Personal Life Insurance" Quick Insight

Check out the released content ➡️ https://zurl.co/P12su

While the temperatures may still be low, your client communication doesn’t have to be. We’ve added five new pieces to the library to help you nurture relationships, stay meaningfully engaged with clients, and show up consistently on social media. A special thank you to Phillip Setter from Policy...

02/18/2026

Staying visible with clients and prospects is about sharing the right content at the right time. In our latest blog, we share a simple 30-minute weekly strategy to stay consistent without adding more work.

Read the blog ➡️https://zurl.co/2740X