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The Excellent Investment Advisor, by Nick Murray
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Great Book for the First time or Experiencd Investor
- Sales Rank: #137578 in Books
- Brand: Brand: Nick Murray Co Inc
- Published on: 1996-11
- Original language: English
- Number of items: 1
- Binding: Hardcover
- 405 pages
- Used Book in Good Condition
Most helpful customer reviews
36 of 39 people found the following review helpful.
SImply The Best Book For Our Industry
By A Customer
I'm in the Financial Services industry, and I've read about 30-40 books in my career on all topics: selling, marketing, etc. Many are too broad-based, and don't get into the details of financial services/investments in particular.
Nick Murray does - period. This is the one I keep coming back to, reading it over and over again to pick up different ideas with each reading, and to solidify those already in my memory. I have often found myself using quotes and ideas from this book as though they were mine. My clients absolutely love (and very often agree) with the logic depicted in this incredible book. "Incredible" because it hits home on just about every issue someone in financial services would be concerned with: prospecting, trust, building and maintaining relationships, and, most important, the proper perspective on the markets and the long-term goals of your clients.
Unfortunately, there's not enough space here to go into all the details, but I'll sum up by saying that, having found this book three years ago, I'll never need another on the subject. This book lives in my briefcase, and is highlighted and marked up throughout. A gem.
31 of 34 people found the following review helpful.
Finally! a how to book for the financial advisor.
By A Customer
This book should be kept in a glass case that should read: "Break glass when you need inspiraton and motivation". This is a book for any financial advisor no matter how long you have been in the business. It captures the most important part of the business, prospecting and servicing and keeping existing clients. Nick murray also does a fantastic job of explaning why advisors should move to a resudial business. My production went up 50% in a year after reading this book. I have now read it 5 times and I learn something new each time. A must have for enjoyment and a reference manual.
27 of 30 people found the following review helpful.
Every Investment Advisor should read this book
By A Customer
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).
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