Dan Richards, president of ClientInsights, interviews Rob McClelland to get details about The McClelland Financial Group and what we do. Who is our natural clientele? What do we do for our existing clients and how can we help potential clients reach both their financial and lifestyle goals? Watch the video to gain insight into Thornhill’s premier Financial Planning office.
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Episode 29: Becoming A Great A Client Takes A Little More You Might Expect
Becoming a good client requires a great advisor. The importance of having sound advice and taking it. Savers vs. spenders and what it can mean to the future of your plan. The importance of goal setting and finally muffins are they really where it’s a…
Episode 33: Technology: Making Us Way Better At What We Do!
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Retirement is Shorter Than You Think
In this episode of Think Smart with TMFG, your hosts, Senior Financial Advisors Rob McClelland and Mike Connon from Assante Capital Management Ltd., dive into the issue of how long retirement could last depending on the age you retire, referencing a …
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