Think Smart with TMFG

Episode 306: Portfolios Perform Better When the Client Shows Up


Listen Later

In this week’s episode of Think Smart with TMFG, Senior Financial Advisors Rob McClelland and Mike Connon from Assante Capital Management discuss why it’s so important for clients to come into the office. In an increasingly digital world, face-to-face meetings still play a critical role in building strong financial plans. Tune in as they share how in-person conversations lead to deeper understanding, better decision-making, and more personalized advice—plus how regular check-ins help keep your financial goals on track.

...more
View all episodesView all episodes
Download on the App Store

Think Smart with TMFGBy The McClelland Financial Group of CI Assante Wealth Management Ltd.

  • 4
  • 4
  • 4
  • 4
  • 4

4

2 ratings