The Blueprint for Wealth: What Makes a Great Financial Plan and Advisor (Ep. 21)
What makes a good financial plan, and how do you know if you’ve found the right advisor to build it with you?
In this episode of ONE Path to Wealth, host Jeremy Dicker breaks down the true foundation of financial planning: clarity, discipline, and trust. Drawing on more than 30 years in the industry, Jeremy explains the difference between products and planning, why asset allocation drives performance, and how life changes demand constant review and adjustment. He also shares the essential questions to ask when hiring a financial advisor, like how long they plan to stay in practice, whether they’ll personally manage your relationship, and what their investment philosophy really means in practice. This episode is both a roadmap and a reality check for anyone seeking lasting financial confidence.
What to Expect:
- The difference between financial products and true financial planning
- Why 92% of portfolio performance comes from asset allocation, not luck
- How to choose a financial advisor who listens, educates, and stays engaged
- The role of risk management, insurance, and ongoing review in a successful plan
- Why planning isn’t a one-time event; it’s a lifelong partnership
- And more
Connect with Jeremy Dicker:
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