Customer Reviews

Serious Money: The Art of Marketing Mutual Funds

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Thank you Nick! If you want to be successful as a broker, it doesn't matter if you know a lot about the markets, what matters is your capability of gathering assets. Gather,gather and gather assets is what Nick teaches you. Small things like talking over the phone and how to get appointments can really make a diference. Nick as a computer illiterate really knows the importance of selling mutual funds because of all the advantages they have. Mutual funds aren't a thing of the future, they are a thing of today. But again, you don't gaing much if you don't know how to market a product. That's what Nick teaches you.

An excellent pre-cursor to Nick's better book: The Excellent Investment Advisor. Nick will tell you himself that Serious Money is outdated, but it is a good starter for Nick's unique approach on financial services sales.

If your just starting out as an investment rep and taking your series 6 &63 to get established and legally give advice and sell- this is a great book. Primarily, the series 6 will only allow you to market mutual funds; which is mostly the choice for under the 1/2 million mark (in assets for the investor). It tells you what you should say to make a convincing sale, and to spring board your business.