Four-part series: Client conversations – Canada Life
Watch these videos for examples of how you can position Constellation with your clients.
Part 1: Introducing Constellation
Part 2: How to handle a goal that’s off track
Part 3: Asset allocation and other features
Part 4: Having a fee-based conversation
Part 1: Introducing Constellation
Part 2: How to handle a goal that’s off track
Part 3: Asset allocation and other features
Part 4: Having a fee-based conversation