Advisor Lessons, Optimistic Clients, Avg. Returns = Extraordinary Outcomes, Financial Flexibility, Compounding — 044
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Advisor Lessons, Optimistic Clients, Avg. Returns = Extraordinary Outcomes, Financial Flexibility, Compounding — 044
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About this listen
Business discussion (12:00)
• Financial flexibility over textbook optimization
• Communicating time in the market as the true edge
• Goals → plan → portfolio sequencing
• DIY blind spots and unrecognized risks
• RSU decisions and equity comp trade-offs
• Choosing optimistic, family-first clients
• Evaluating “I already have a guy” dynamics
• Intentional planning versus performance chasing
• Authentic marketing flywheels that endure
• Websites, newsletters, multi-channel consistency
We hope you enjoy!
Thanks for listening!
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