Rob
MacRae, RFP, CFP, CIM
Senior
Financial Advisor Assante Capital Management
Ltd.
Rob MacRae currently serves as a Senior
Financial Advisor at Assante Capital
Management Ltd. managing $114 Million on
behalf of 214 client households. Rob was one
of the founding shareholders of Assante
Wealth Management, an organization that
evolved from a privately held Canadian
company into a publicly traded company with
an initial public offering in 1998 before
being taken over by CI Financial in 2003 for
$846 Million.
As a guest radio host Rob filled the role of
resident financial authority from 1994 to
1997 prior to being a weekly expert on talk
radio from 2008 through 2010. Rob has been
quoted as a financial specialist in national
print media dating back to 1999. Since 1991
he has hosted over 100 public seminars on
financial success.
His educational accomplishments include
three degrees, a Bachelor of Physical
Education, Bachelor of Education, and a
Bachelor of Business Administration with
honors. Professionally he is a decorated
financial planner holding the certification
of Certified Financial Planner, Registered
Financial Planner and Certified Investment
Manager. Rob’s greatest success is his
family, which includes his wife Marie and
children Sarah, Riley, and Meghan.
ROB’S PRESENTATION TOPICS
Find A Financial
Coach
Make it easy for clients to retain you or
prospects select you as their financial
advisor. Their single most important
decision for financial success. The
Financial Advisor Evaluation Form makes this
process quick, simple, and effective.
4 Step Process
for Financial Success
Not a scientific complicated model based on
high level theory. No, a basic framework
that has evolved over 30 plus years of
discussing personal finances with prospects
and clients. Its beauty is in its simplicity
in allowing you to clearly, concisely, and
effectively get the information required to
help clients achieve their financial
success.
Information Flow
for Client Engagement
A flow chart outlining information flow
between your prospects and you, to quickly
set the stage for your value-added products
and services that allow for their financial
success.
Invest To Win
No one can escape the barrage of investment
information today, whether it be news radio,
print media or the slew of ever evolving
social media – credible or not! So, what are
clients to do? Develop a Strategic Asset
Allocation. In 5 minutes, the “Three Areas
of Investment” worksheet and discussion will
change the way you discuss investing and
markets with your clients and ensure their
long-term investing success.
Clone Your Best
Clients
An honest straightforward discussion to gain
referrals from the clients you most desire.
A complimentary process that leads to future
client introductions.
