Nick Murray Interactive, now in its twelfth year of publication, intends to intervene positively and meaningfully in the career of a certain kind of personal financial advisor: the man or woman who strives to build and maintain an exceptionally successful practice in the context of a deeply satisfying life, without ethical compromise and without significant stress.
NMI actually takes the form of two separate but complementary resources:
• An online newsletter, eight pages in length, published on the last business day of each month. This contains essays on behavioral investment advice, practical economics, market perspectives, practice management and financial planning. Also featured are detailed recommendations of worthwhile books, articles, speeches and academic papers. One very valuable feature of this newsletter is, most months, a "Client's Corner" essay which may be accessed in pdf format and transmitted directly to clients (though not on any websites). Finally, we reprint (anonymously) selected Q&A exchanges between subscribers and your editor, pursuant to the second aspect of this resource's mission:
• A situational, or "spot coaching," clinic. Subscribers may email me with specific issues they're dealing with in client relationships, economic and market conditions, practice management and objections handling. As time permits, I'll respond directly via email, usually within 48 hours.
In addition to these two resources, subscribers have access to the entire archive of NMI, which now contains nearly 600 pages of material. The very latest improvements to the archive is a search function that allows you to look for articles on specific topics, for example, "gold," "panic," or "prospecting."
NMI takes as its particular mission to arm subscribers with reasoned rebuttals of the apocalypse du jour—the current-events situation/objection which is most frightening to clients at any given time. Especially through the savage market correction of summer 2011, I believe we were decisively effective in helping subscribers—and thus their clients – to maintain their long-term perspective.
More than ever, as 2012 progresses, I believe NMI contains the best work I've ever done. I love producing this resource for its rapidly-growing roster of subscribers, and I'd welcome the opportunity to do so for you, too.
