Instructional Videos

Getting Started (7 min)

Getting Started

Video Tutorial 1 (8 min)

Summary Page

Video Tutorial 2 (10min )

Modules Part 1

Video Tutorial 3 – (12 min)

Modules Part 2

Video Tutorial 4 – (5min)

Life Insurance Module

Video Tutorial 5 – (13min)

Client Review Function

Video Tutorial 6 – (12min)

The Strategy Module

Education – Volatility Vs Risk

Volatility Vs Risk

Education – Sequencing Risk

Sequencing Risk

Webinar Series

Glient Goals: Creating Certainty in Volatile Markets (Claridge & de Salis)

Optimising Asset Allocation For The Client (James Claridge & Ed de Salis)

Version 2 Training (de Salis, Pritchett & Claridge)