Mar 28, 2025
Establishing a solid relationship with a financial advisor is crucial for effective planning, but what does that look like in practice? Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® discuss the essential role that communication plays in the client-advisor relationship to help set expectations for the planning process.
We received this question recently and wanted to open up the conversation so everyone can glean a little information from it. We’ll pull back the curtain on what ongoing communication looks like at Johnson Brunetti, with clients typically receiving ongoing education, quarterly events, newsletters, market updates, and in-depth reviews once or twice a year. Plus, we’ll explain why meeting too frequently might not be a good thing and give you a few red flags to watch for.
Here’s what we discuss in this episode:
📞 Proactive Communication – Why regular updates matter more than you think
📊 Annual Review Strategy – What goes into those once or twice-a-year deep dives
🚩 Advisor Red Flags – What it means when you haven’t heard from them in years
🧭 Life Changes = Plan Changes – When it’s time to revisit your strategy
0:00 – Today’s question
1:14 – How we interact with clients
3:29 – Proactive communication
4:50 – Can you meet too frequently?
6:18 – Client needs
Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form
Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/
Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/
Check us out on YouTube: https://bit.ly/3CcAzai