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Only with a 360 view of an investor's wealth, the advisor can make buckets and form different strategies and deliver alpha. Be willing to share 360 info.
PE (price to earnings ratio) cannot be seen in isolation and has to be seen in combination with factors like interest rate and where it is in the growth cycle.
Remember that risk is not there just in equity but also in debt. Tactical asset allocation can help in derisking and protecting the downside.
Take a call on products just as you would do with investing in other businesses. The call should be based on facts and rational analysis.
Understand the risk and risk return tradeoff and consider whether the product is going to add to the portfolio on a net basis before investing.
