The Excellent Investment Advisor Pdf

✅ – Great advisors focus on repeatable, rational decision-making. ✅ Client-first economics – Aligning fees with long-term goals, not transaction volume. ✅ Behavioral coaching – Often, the highest value add is keeping clients calm during volatility.

Murray famously asks advisors to look clients in the eye and ask: If the market dropped 50% tomorrow, what would you do? the excellent investment advisor pdf