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The Excellent Investment Advisor

Nick Murray

In a world where investment advice often feels impersonal and transactional, Nick Murray’s “The Excellent Investment Advisor” stands out as a beacon of wisdom and humanity. This essential guide distills Murray’s decades of experience into practical, actionable insights that transcend mere financial acumen. Through engaging anecdotes and clear-eyed analysis, Murray lays out the foundational principles of successful advising, emphasizing the importance of building trust, fostering deep client relationships, and maintaining a long-term perspective.

Whether you’re a seasoned professional or new to the field, this book offers invaluable lessons on how to navigate the complexities of the investment landscape while keeping the client’s best interests at heart. Murray’s philosophy champions the idea that true excellence in investment advising is not just about numbers, but about understanding and addressing the real-life needs and goals of clients. With “The Excellent Investment Advisor,” you’ll be equipped with the knowledge and tools to elevate your practice and profoundly impact the financial well-being of those you serve.

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BOX Personal Financial Advisors is a brand of AM Investment Advisors & Associates, an AMFI registered Mutual Fund Distributor (ARN-176173) (Registered On 16th Feb 2021 Valid till 15th Feb 2027) & a SEBI Registered Investment Adviser (Registration No INA100004871). Type of Registration = Non-Individual & Validity of Registration = Perpetual. Principal officer: Arun Kumar. Contact No:+91 9999 769 528 Email: arunwealthmanagement@gmail.com. Address: D-33, Sector 2, Noida UP 201301. Local Office of SEBI ­- 3rd Floor, Eldeco Corporate Chambers-II, Vibhuti Khand, Gomti Nagar, Lucknow - 226010. “Investment in securities market are subject to market risks. Read all the related documents carefully before investing.” “Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.. Your attention is drawn to the SEBI circular no. SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131 dated July 31, 2023, on “Online Resolution of Disputes in the Indian Securities Market”. A common Online Dispute Resolution Portal (“ODR Portal”) which harnesses conciliation and online arbitration for resolution of disputes arising in the Indian Securities Market has been established. If you are not satisfied with the resolution provided, you can access ODR Portal at https://smartodr.in/”.

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