Advisorsavvy Pro

How To Become An Advisor In Canada

For many Canadians, managing everyday finances can be a big puzzle. Sure, we know we need to save for a rainy day and for retirement. We know managing debt is important, and a credit rating can make or break whether we get a loan. And for a good many of us, financial knowledge ends there. This, however, is where financial advisors pick up the baton. Is becoming an advisor and helping other Canadians meet their financial goals of high interest to you (no pun intended)? To become an advisor in Canada, you actually don’t need a Master’s degree in Finance or Business. You do, however, need a certain level of understanding and knowledge of investments, insurance, and financial management. Ultimately, you’ll likely need to pursue certification courses and register with a regulatory body. This primer will give you a better idea of the steps you need to take to work as an advisor in Canada. What is a financial advisor?

Continue reading

Top 10 Tips for Content Engagement for Financial Advisors

At HeyAdvisor, we help financial advisors connect with their clients by providing high-quality visually appealing digital content. Whether you are sending content by email or posting to social media platforms, it’s key that your content is engaging. Not only will this help you attract the right type of clients, it will also help you add value to your current client relationships. Here are the top 10 elements you need to keep in mind for content engagement. 1. Relevance to Your Audience The easiest way to get your audience to engage with your content is to provide relevant content they are actually interested in. In order to do this, you first need to know who your audience is. Ask yourself, “what age or stage in life is the majority of your audience?” For example, if your audience is in their 30s, they are most likely starting families or purchasing their first home. Posting content relevant to these topics will help drive

Continue reading

You’re in the right place for financial advice.

Getting started is easy, fast and free. Match to your perfect advisor now.

Get 12 Smart Questions Everyone Should Ask Their Financial Advisor

Download these questions plus more with the Advisorsavvy community newsletter – subscribe now and enjoy a wealth of knowledge.

Subscribe now and get 12 Smart Questions Everyone Should Ask Their Financial Advisor