Greg Newman, senior wealth advisor, director and portfolio manager at Newman Group, Scotia Wealth Management, explains that although rate of return is important, advisors must remind clients that a comprehensive financial plan is the key strategy for building long-term wealth.
Don’t lose sight of the plan
Greg Newman of Scotia Wealth Management explains why advisors must remind clients that a comprehensive financial plan is key for building long-term wealth
- By: Greg Newman
- November 30, 2017 October 31, 2019
- 08:00