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Take control of your financial future with expert insights, tips, and guidance from Senior Financial Advisor Mike Connon, Senior Financial Advisor Carlo Cansino, and Financial Advisor John Iaconetti at the McClelland Financial Group of CI Assante Wealth Management Ltd.
Episodes
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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