The Excellent Investment Advisor

by Nick Murray

Great Book for the First time or Experiencd Investor

Genres: Finance, Business, Nonfiction, Self Help, Money

405 pages, Hardcover

First published November 1, 1996

Reviews

[Freddie McCarthy · Rating 5 out of 5]

Awesome - must read for those working in financial services / investment management or financial advice.

[Parker Nielsen · Rating 4 out of 5]

I think in 1996 when this book came out it I would have rated it 5 stars. Over time, it has become a little outdated, for example the load vs no load argument. With that being said, Nick Murray did see into the future with the way everything was going towards advice and being less about transactions. As far as giving an advisor a simple, and well-encompassing path to becoming excellent, this book is a must read!

[Ruben · Rating 5 out of 5]

Every financial planner should read this. Fantastic insights.

[Brent Gardner · Rating 5 out of 5]

Nick Murray's work helped expose the dark underbelly of the greedy promoters of fee-for-service financial advice. He helped me formulate my opinions of (Certified) Failed Planners and why we must perpetually fight them to keep their anti-American, anti-competitive, infantile desires away from state and federal regulators so that those pikers do not spread their myopia, confirmation bias, and mental accounting via the legislative process as bottom-rung Karens are wont to do. If they can't sell themselves out of a wet paper bag, then we must endeavor to keep them up in the nosebleed seats where they belong while the rest of us professionals remain suited up on the field of play.

I recommend all my new agents read this book.

[David Sanchez · Rating 5 out of 5]

One of the best books to read if your starting your journey in the financial world.

[Stephen Drew]

For personal reference:

“best books for financial advisors” according to Michael Kitces

[Matt · Rating 5 out of 5]

A must read for anyone in the Financial Planning or advising field. EIA has been my professional Bible since I began my practice. Tragically out of print but you can sometimes find copies on Ebay.

[Alison Brown · Rating 4 out of 5]

Loved it - Nick Murray is both inspirational and witty. 4 stars is because this book is nearly 20 years old. His current examples are dated but the philosophies behind them still ring true.

[Nick Woodall · Rating 5 out of 5]

An excellent book for financial advisors!

[Tuukka Oksanen · Rating 5 out of 5]

Great book from the marketing standpoint