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Take control of your financial destiny with great insights, tips and advice from Senior Financial Planners Rob McClelland and Mike Connon at The McClelland Financial Group of Assante Capital Management Ltd.
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Thursday Feb 09, 2023
Thursday Feb 09, 2023
Not all Financial Advisors are created equally. Listen here to find out what 10 most important qualities to look for in your Financial Advisor; some may be a bit of a surprise.
(00:54): The Advisor’s mission
(02:37): What clients are you able to work with successfully?
(04:09): How important is authenticity in an Advisor?
(05:40): How does intellectual curiosity help make a good Advisor?
(06:41): Why your Advisor should always be asking you questions.
(08:27): Red Light Green Light for clients and Advisors?
(09:10): What is 10X?
(10:02): Why is growth in the business crucial?
(13:01): Why discipline is an important trait in an Advisor?
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