Ever wonder how to get clients to actually love you? Try setting their performance expectations using long term returns oe E=8%, FI=4% and cash/inflation = 2%. Using dynamic rebalancing you will opportunistically add alpha by taking advantage of emotionally driven market extremes. IWe’ll explore why this humble approach builds rock-solid trust, keeps clients pleasantly shocked when things go right, and somehow turns “cautious” into “genius.” Tune in to find out why aiming low just might be the high point of your advisory career.

In this episode, we explore the power of "constructive doubt"—a mindset that encourages financial advisors to question assumptions, push past comfort zones, and inspire growth both in their own practices and in their clients’ financial journeys. Through practical examples and actionable insights, this recording unveils strategies for harnessing doubt as a tool for clarity, resilience, and confident decision-making in volatile markets. Perfect for advisors looking to elevate their practice by fostering a disciplined, insightful approach to uncertainty.

A simple concept that takes 10-15 minutes that will work with prospects or clients that engage in financial self abuse. Take the time to build trust, demonstrate your expertise in real time and enhance your overall credibility.