Nick Murray’s Client’s Corner

For those of you who subscribe to Nick Murray’s Client’s Corner, do you regularly send the monthly piece out to clients?

I’ve been reading through them and I like the overall approach. Especially the focus on investor behavior, staying disciplined, and giving clients perspective during different market environments.

Curious how other advisors are using it:

-Do you send it to your entire client base each month or only selectively?

-Do clients actually read/respond to it?

-Have you found it helpful for reinforcing your investment philosophy between review meetings?

-Any concerns about it feeling too generic or not being in your own voice?

Thinking about incorporating it as a regular client touchpoint and would love to hear from advisors who have been using it for a while.