Are You Overdelivering and Losing the Sale?

Published on September 2, 2025

As an advisor, you’ve probably been told that overdelivering is the key to winning clients and keeping them loyal. It sounds logical, right? If you go above and beyond, they’ll see your value and stick with you. But overdelivering can backfire.

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Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 27.8 and the latest P/E10 ratio is 37.9, the highest level since December 2021.