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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 May 18, 2023
Thursday May 18, 2023
Today on ThinkSmart, Senior Financial Advisors Rob McClelland and Mike Connon review the April 12th Morning Star article "Why do people break up with their Financial Advisor?" You might be surprised by what makes the top of the list.
Key points:
(01:21): The importance of quality financial advice
(02:25): The importance of your relationship with your Advisor
(03:39): The importance of the cost of services
(06:36): They are capable of managing their own money
(08:15): Lack of Advisor communications
(08:53): What should you look for in your Advisor?
(09:45): You have to keep your clients' goals in mind
(10:57): How often should you be reviewing your plan?
(11:36): Regular communication is invaluable
(12:50) Making sure you are getting reasonable returns.
(14:24): Risk return factor
(01:21): The importance of quality financial advice
(02:25): The importance of your relationship with your Advisor
(03:39): The importance of the cost of services
(06:36): They are capable of managing their own money
(08:15): Lack of Advisor communications
(08:53): What should you look for in your Advisor?
(09:45): You have to keep your clients' goals in mind
(10:57): How often should you be reviewing your plan?
(11:36): Regular communication is invaluable
(12:50) Making sure you are getting reasonable returns.
(14:24): Risk return factor
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