"I reach out today to let you know the annual client letter you authored (NMI January '24) and encouraged us to share with clients is a masterpiece. I wasted no time distributing it to my clients, and their positive responses have been encouraging."
-- from a 39-year veteran advisor
"I am writing to thank you for the essay "The Truth Versus The Darkness" (NMI November '23). I think this is among the very best of your work, and I will revisit it regularly. I am thankful for your insight. "
-- from a third generation advisor
"Thank you for being our beacon, our guidepost, our lighthouse and the only public (or semi-public) voice of reason and intelligence. [Responding to the July 2023 Client's Corner "The end of the world has been inexplicably postponed. Again."]
-- from a marathon-running grandfather of nine
"This month's (July 2022) Client's Corner ("We're in a bear market. You need to ask yourself one question.") was the best one ever. I had our entire team do your "stocks vs. companies" exercise, and we're preparing to get it out to all our clients. Thanks for giving us the model, the resources, the wordsmithing and just the common sense to look around and see that all of history tells us exactly what we should be doing with our clients."
-- from a 22-year veteran advisor (and 17-year NMI subscriber) in the Midwest
I am coming up on 40 years in the life insurance business. Two or three years in, I secured my securities licenses and started reading your books. They diversified my portfolios of my life clients. Your books and newsletters changed my career as well as my income. I thought I learned a lot in grad biz school but you taught me how to treat clients as people. We are both aging in place (I am now 73). God bless you for what you have done for my family and my clients.
-- from a similarly aging veteran
My wife and I have been financial planners since 2014 and I've been a subscriber for 4-5 years now. There is not a doubt in my mind that reading your work and adopting your philosophy was the inflection point in my career. I can truly say that I'm happily doing well by doing good. And I feel that I owe it all to you.
-- from a Pennsylvania subscriber
Your common-sense, fact-based newsletter is invaluable to all the advisors it serves, and to the clients to whom we send your Client's Corner essays.
-- from a 40-year veteran advisor and longtime subscriber
My impact on the world has been made richer because of your impact on me and my team. I may never be able to deliver those words in person, so I didn't want any more time to pass before sending them along.
-- from a prominent woman advisor and team leader in the Southeast
I've recently reframed how I communicate my value to clients. I got almost all of this philosophy from you. This year [through April] I've already brought on more new AUM than I did all of last year, and my short-term pipeline is 10X what it has ever been before. Just wanted to say how impactful your work has been to me and my clients.
-- from an insurance-based financial planner
I ended my years of procrastination and subscribed yesterday. Missing your newsletter in my practice is probably akin to an investor staying in cash since 2009. Thank goodness you have an archive. This great profession of ours owes you a debt of gratitude.
-- from a brand new subscriber
