The Blind Spot That Nearly Crippled My Wealth Advisory Career—And How I Flipped the Script to Dominate the Game

I will use a chart of the ETF IMID or the MSCI All Country World IMI ETF as an illustration:

If it is a good year for us means that we have many new clients that come onboard in late 2021.

My blind spot was not being aware that… if you have an easier time onboard clients… they might be onboarded right before volatility.

In hindsight, this was so stupid of me mentally because one of the big things I know is about sequence of return. If you manage to reach close to financial independence because of a very good markets… what comes next is…. perhaps a poor starting sequence… which is potentially that negative sequence that may kill an income stream prematurely.