Your Client Leadership Program

It's at times like these that you have the opportunity to be the leader that your clients need and deserve. Leadership does not start with the right answers, but the right questions. It's the answers to those questions that help you take meaningful action.

The Client Leadership Program was launched in direct response to the current economic and health crisis, drawing on the needs of your clients, as well as investor research conducted in March 2020. It provides you with an easy way to demonstrate leadership by sharing personalized communications that reflect their individual needs right now.

If you are an advisor working in Canada you can access program information here.

How Does It Work?

Learn how you can support and communicate with clients in the way they need right now.

Click here for a video on how the program works.
Click here to download a program overview.

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Take the First Step

Register and get started.