Speaking Engagements

VIRTUAL EVENTS

Fee:

$7,500 for presentations of up to an hour. No recording permitted.

IN PERSON

Fee:

$10,000 for a one-hour keynote presentation. No  recording permitted.

Expenses:

First class airfare, standard hotel accommodation as needed, private car ground transportation to and from airports. (I travel from eastern Long Island, about 90 miles from the NYC airports.)

CONTACT

To contact Nick directly with inquiries, please click HERE.

Nick on TV

MOST CURRENT TOPIC

Inflation, Recession and Recovery: Helping Investors Understand What Has to Happen

There’s a tremendous struggle going on between an intractable 40-year inflation upsurge and the Fed’s war on that inflation threatening to drive the economy into recession by drastically raising interest rates. Debt and (especially) equity markets are in chaos; advisors struggle to know what to tell their clients. What no one seems to realize is that we’ve seen this movie before – in the cancerous inflation of the ‘70s, the Fed’s painful but ultimately successful effort to destroy it, and the soaring markets that ensued. This talk empowers today’s advisor to restore investor calm by telling the powerfully encouraging story of that previous episode.

A SAMPLING OF OTHER THEMES

Please note: These are themes only, not canned presentations. I always consult with the sponsor of my talk regarding specifics, and I never give the same presentation twice. I therefore have no slides or script, nor anything else in writing beyond the descriptions below.

Rationality after Chaos: Helping Your World Get Back on Plan

A hundred-year global pandemic, in waves. The fastest bear market and the quickest recession ever. A bitterly partisan presidential election that didn’t end on Election Day. A forty-year inflation spike. War in eastern Europe. The specter of another recession. And then another bear market.

After two years (and counting) of this chaos, who would not benefit from an objective, perceptive and empathetic second opinion – if only we will offer it, and keep on offering it?

 

Retirement Income Planning Conversation

Retirement, reduced to its economic essence, really only has two possible financial outcomes: either the money outlives the people, or the people outlive the money. The former can make possible a retired life of dignity and independence, and legacies to those we love and must leave behind in the world. The latter describes a retired life of scarcity, worry and even ultimate penury. A key to which outcome a client couple gets is a formal, written, date-specific, dollar-specific retirement accumulation plan. This talk empowers the advisor to see himself/herself as the creator of that simple but invaluable plan, and suggests a very specific script for starting the conversation.

Re-engineering Your Value Proposition.

From long experience, advisors know that all lastingly successful investing is goal-focused and planning driven; all failed investing is market-focused and performance-driven. Similarly, successful investors are those who act continuously on a plan; failed investors continually react to market shocks. The question for the advisor becomes: are you running your practice, or might it be running you? This talk focuses on moving your practice away from selection and timing – in essence, a market focus – and toward high-value planning, and the management of client emotions as a value proposition in and of itself.

Equities: Rational Long-Term Investing in an Irrational World

Advisors are constantly besieged by their clients’ worries about government deficits and debt, central bank policies, terrorism, sectarian violence – in short, the irrational world we live in. Yet all around them, the publicly owned companies which they themselves patronize – sometimes daily – continue to prosper, growing their earnings and increasing their dividends. This talk develops the theme of rational, profit-seeking businesses in a globalizing middle-class world as a haven for the long-term investor’s serious capital.

Optimism is the Only Realism

The whole panoply of mainstream media – and financial journalism most pointedly – actively foster a culture of clickbait catastrophism: the illusion that the world is going to hell in a handbasket, that the U.S. economy is inherently fragile and unstable, and that the equity market may at any moment be subject to savage, long-lasting decline. Yet we know that it is impossible for our clients to succeed as long-term equity investors without some fundamental level of faith in the future. Thus we advisors become essentially the only voice of rational long-term optimism our clients may hear all day – particularly during market declines. This keynote focuses on the great value we can bring to our clients’ investing careers (and lives) in this regard, and offers a number of specific scripts and responses to clients’ fears.