004: Underpromise and Overperform: Set the Bar Rationally and Look Like a Hero

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.