<< 1 >>
Rating: 
Summary: Must Read for those on the Front Lines in Financial Service
Review: As you read this book, a thousand lightbulbs will go off over your head - "Why didn't I think of that?" "Hey, I'm going to use that information when I talk to my clients." This is the bible for financial advisors as Nick Murray provides those steps needed to be successful in the financial services business. He really helps you to paint vivid, understandable pictures for those you help and gives great advice regarding the habits needed to be successful. Should be read annually!!
Rating: 
Summary: why all the great reviews???
Review: I have read 4 of the best selling financial advisor books that Amazon.com sells, and this is the BEST one of them all. Like many of you, I read the reviews before buying the book, I PROMISE you, you will not be disappointed. This book is for the beginner, or for someone who has been in the business a few years. Nick Murray gives great tips on why cold calling is a must, and how to have fun doing it. Nick explains that a financial advisor should get the customers goals FIRST, then a time horizon. Nick recommends stocks if they have at least a 10 year time line. He goes on to explain how stocks have fared in the past, and how to explain to customers that it's okay if the market goes down, since they are still investing, it's good for it to go down, and they want it to go up when they are done investing. Nick explains everything so you can explain it the same way to your clients, which is a way for them to understand investing, and not trying to impress them with big words. If you buy this book and compare it to any other afterward, you will feel like you have wasted your money on those other books. There is a reason this book is on backorder. Buy it, you won't be disappointed. Good luck.
Rating:
Summary: Nick Made Me Successful
Review: I've been an investment adviser for more than 20 years. Recently read Nick's new book, The New Financial Adviser, and realized how much I have been influenced by (and profited from) his advice. If you really care about your clients and want to base your business on the truths of investing and financial planning, this book (and his new one) will do more than any other to "get your mind right." You can't predict markets, so forget timing. You won't consisetnly add value by shifting from fund to fund, either. You can significantly affect how well your clients do by investing as much as possible in equities and keeping them invested, modifying their behavior (much more controllable). Over the years, this will make more money for your clients than any new fund or hot stock. Nick says it better, of course, so read this book over and over until you get it!
Rating:
Summary: Enlightening and Entertaining - a definite "must read"!!
Review: If only every person involved in the investment business would read AND follow the advice in this book, what a wonderful world this would be! As a registered rep. at an investment company, I hear many horror stories about "crooked" advisors that are "only out for the buck". My wish is for everyone who deals with the public to care enough about their clients to read this book over and over and over again.
Rating: 
Summary: Solid Effort Yet Needs a Little Balance
Review: My only complaint is that Murray is almost purely focussed on equities, not a balanced allocation model.But a must read for anyone!
Rating:
Summary: Other source for this wonderful book.
Review: Nick Murray puts it all together in this book. Not only his conviction of material, but presentation of same kept me thinking "I have to get another copy so I can take notes all over the margins" or "Oh, boy, does THAT ever hit home" Absolutely worth every penny.
Rating:
Summary: Caring and integrity in practice
Review: This is a WONDERFUL book! The pages radiate these themes: care about your clients and their families, always do the right thing, build your investment business on relationships, not transactions, what is important is time in the market rather than timing the market, believe in what you recommend, your most important product is yourself (ie, your concern and integrity), people don't care what you know until they know that you care, etc. This book should be required reading for all people starting out in the investment business. It is not only a "how to" book, but also a much needed book on ethics by a well respected financial journalist. Many, many brokers and financial planners have profited greatly from Nick Murray's magazine columns, and his earlier books, "Serious Money: The Art of Marketing Mutual Funds" and "Gathering Assets". This newest work is his best yet. It clearly points financial consultants toward fee based rather than comm! ission based business as the "wave" of the future. Reading this book is like listening to a wise mentor. Buy two copies; one for yourself and one for a new colleague!
Rating:
Summary: Every Investment Advisor should read this book
Review: This is the best book I've ever read on how to run an investment advisory firm. Nick Murray is almost a "philosopher" in the financial advisory industry. His focus is the client and he helps keep advisors focused on what's really important. Namely, client expectations & the sometimes peculiar investment actions clients try to take at the "wrong" times (like selling quality investments because the markets decided to go down for a time).
<< 1 >>
|
