Episode 130 – What Does a Financial Advisor Actually Do All Year?
August 25, 2026
Financial planning should be more than an annual meeting or a conversation about investments.
This episode explores what an ongoing relationship with a financial advisor can look like and why the work between major financial decisions matters. From preparing for what is ahead to having someone who already understands your bigger picture, a strong advisory relationship is built over time.
Because when life changes or an opportunity comes your way, the question becomes: Who do you want in your corner?
Key Topics:
- Financial planning can extend far beyond investment management.
- An ongoing advisor relationship can provide support as life and priorities change.
- Proactive planning can help you prepare for financial decisions before they become urgent.
- Understanding your full financial picture can lead to more thoughtful, coordinated decisions.
- Trust with a financial advisor develops through consistent communication and time.
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Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: [email protected]
This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.