008: Decoding the “R” Word: The Math Behind Goals Based Investing

In this episode of Financial Advisor Masterclass, Gary Sinderbrand shares his extensive experience as a financial advisor, focusing on the critical aspects of understanding client risk perception and the importance of educating clients about risk and investment strategies. He emphasizes the need for financial advisors to apply discipline in managing client portfolios and the significance of dynamic rebalancing to achieve desired financial outcomes. Through real-life examples, Gary illustrates how effective communication and education can lead to better client relationships and consistently successful outcomes.