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Click on each title for a full description |
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The Game of Numbers: Professional Prospecting for Financial Advisors
Nick's latest book for all financial planners -- not just investment advisors -- who need to prospect. Whether you are just starting out in the profession of advice, or are a mid-career advisor stuck on a "plateau" or in a "comfort zone," your mortal enemy is prospecting Avoidance. You will never be able to build (or re-build) a first-class practice until you overcome your reluctance to prospect. This book is a complete system for breaking down prospecting reluctance, and gradually but steadily increasing your capacity to prospect. Prospecting is The Game You Always Win If You Don't Stop Playing It. And this is the ultimate how-to-not-stop prospecting book.
This book is available for purchase,
but it is also currently offered without charge to new and renewing subscribers
to Nick's newsletter and "spot coaching" resource, Nick Murray Interactive
Click on "Newsletter" to download a sample
issue.
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Behavioral Investment Counseling
Nick's 2008 book for advisors is a complete investment advisory paradigm, based on two essential perceptions. First, that the dominant determinant of long-term, real-life return is not investment performance but investor behavior. Second, that behavior modification ought to be, in and of itself, an advisor's value proposition, because great behavioral advice is — at critical moments in an investor's lifetime — worth so much more than the advisor can ever charge for it. The goal of Behavioral Investment Counseling is to free your practice from the classic excesses of investor emotion: euphoria, panic and performance-chasing.
This book may also be chosen by new/renewing subscribers to Nick Murray Interactive.
as their free subscription/renewal premium, instead of The Game of Numbers or the CDs described below.
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CD Program: Nick Murray on Managing Investor Behavior
This three-CD, three-and-a-quarter-hour program (recorded in 2007) brings together all Nick's developing material on behavior management. IT IS THE FORERUNNER OF THE BOOK BEHAVIORAL INVESTMENT COUNSELING, BUT IT IS NOT THE BIC AUDIOBOOK.
This CD program may also be chosen by new/renewing subscribers to Nick Murray Interactive as their free subscription/renewal premium, instead of The Game of Numbers or Behavioral Investment Counseling.
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The New Financial Advisor
This 2001 career blueprint develops the essential elements of a holistic financial advisory practice, focusing on the most universal client needs and goals. |
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This the latest (Thanksgiving 2007), revised and updated hardcover edition.
Its goal is to persuade clients and prospects to embrace
the behavioral coaching of an empathetic advisor, and thus
to liberate your practice from the tyranny of "performance." The book's secondary aim is to induce clients to stay with equities throughout a lifetime of building and harvesting wealth.
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FOR FINANCIAL WHOLESALERS |
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The Value Added Wholesaler in the Twenty-First
Century
This book (284 pps., hardcover) is a complete
guide to the craft of wholesaling financial services in the modern era: how to add business-building value to the practices of the
advisors you wholesale, and how to earn more business by creating more
business for your advisors.
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