Rob McClelland

5-Star Advisory Teams: The McClelland Financial Group

In this WPTV Special we speak to Rob McClelland, Vice President and Founder at The McClelland Financial Group, Assante Capital Management Ltd., about some of the things that have made his team successful, including planning and his approach to serving families

'It's important to have a strategy and stick to it'

An advisor's lessons from a 30-year career include a focus on planning, serving families and committing to strategy

5-Star Advisors and Top Teams 2021

After surveying more than 1,700 advisors and wealth professionals, we salute the standout individuals and 15 firms that have excelled

‘Picking stocks isn’t a game … it’s really hard’

Advisor welcomes new investors to the market but says the majority of the population need financial advice

Time to accept reality rather than ‘cheating’ to get income

Advisors have to be careful of balanced funds moving money away from fixed income to generate returns, says industry insider

How one advisor is preparing for the second wave

Advisor is taking cautious steps to stay ahead of the competition while protecting clients, staff, and his practice

Advisor pulls from past to navigate stormy present

Industry veteran shares lessons he learned from past bear markets and how he’s putting them to work today

Is financial advice becoming harder to quantify?

As fee-based accounts grow, so does the issue of reverse churning. Rob McClelland tells WP why financial planning has supplanted stock-picking

Why advisor's job is to keep clients invested

Bad news sells and investor fear is real but advisor explains why sticking to portfolio strategy is paramount

What to do when a client stops listening

Advisor says that when the relationship breaks down, it’s time to take action