• Optimism is the Only Realism. The whole panoply of mainstream media – and financial journalism most pointedly – actively foster a culture of clickbait catastrophism: the illusion that the world is going to hell in a handbasket, that the U.S. economy is inherently fragile and unstable, and that the equity market may at any moment be subject to savage, long-lasting decline. Yet we know that it is impossible for our clients to succeed as long-term equity investors without some fundamental level of faith in the future. Thus we advisors become essentially the only voice of rational long-term optimism our clients may hear all day – particularly during market declines. This keynote focuses on the great value we can bring to our clients’ investing careers (and lives) in this regard, and offers a number of specific scripts and responses to clients’ fears.
  • Starting the Retirement Income Planning Conversation. This is the shorter version of the three-hour program described below, and is suited to keynote slots. Retirement, reduced to its economic essence, really only has two possible financial outcomes: either the money outlives the people, or the people outlive the money. The former can make possible a retired life of dignity and independence, and legacies to those we love and must leave behind in the world. The latter describes a retired life of scarcity, worry and even ultimate penury. A key to which outcome a client couple gets is a formal, written, date-specific, dollar-specific retirement accumulation plan. This talk empowers the advisor to see himself/herself as the creator of that simple but invaluable plan, and suggests a very specific script for starting the conversation. 
  • Re-engineering Your Value Proposition. From long experience, advisors know that all lastingly successful investing is goal-focused and planning driven; all failed investing is market-focused and performance-driven. Similarly, successful investors are those who act continuously on a plan; failed investors continually react to market shocks. The question for the advisor becomes: are you running your practice, or might it be running you? This talk focuses on moving your practice away from selection and timing – in essence, a market focus – and toward high-value planning, and the management of client emotions as a value proposition in and of itself. 
  • Equities: Rational Long-Term Investing in an Irrational World. Advisors are constantly besieged by their clients’ worries about government deficits and debt, central bank policies, terrorism, sectarian violence – in short, the irrational world we live in. Yet all around them, the publicly owned companies which they themselves patronize – sometimes daily – continue to prosper, growing their earnings and increasing their dividends. This talk develops the theme of rational, profit-seeking businesses in a globalizing middle-class world as a haven for the long-term investor’s serious capital.   
  • And of course, I’m always open to discussing a presentation tailored to your event.
  • MY FAVORITE SPEAKING DAY: My very favorite format, and the one I believe does the most good in a single day, is a combination of an event for advisors followed by a client seminar. This will typically be configured as a session for the advisors in the late afternoon, with the client/prospect event in the early evening. The advisor session focuses on materially strengthening one’s value proposition (with appropriate scripting). The client session focuses on retirement investing essentially as the quest for the maintenance of purchasing power – that is, planning for a retirement income which offers some historical evidence of having kept pace with rising living costs in progressively longer retired lives. This is priced as a two-event day; see below.



Fee: $10,000 for one keynote presentation of up to 75 minutes. Where logistically feasible, and only with prior consultation, Nick may accept a second engagement on the same day in consideration of an additional fee of $4500.
Deposit: $3,000. Due upon signing of an agreement letter. Nick will return the deposit if he has to cancel the engagement at any time for any reason. He will be entitled to retain the deposit if, within 90 days of the meeting, the client:
  1. Cancels the meeting.
  2. Cancels Nick's appearance at the meeting.
  3. Moves the meeting to a date on which Nick is unavailable.

  1. First class airfare on a U.S. carrier. Business class on a Canadian carrier.
  2. Standard hotel accommodation.
  3. Private car ground transportation to and from airports.
  4. Nick provides photocopies of receipts. He retains originals.

Agreement: In effect when client signs and returns agreement letter with deposit.

  1. Nick never speaks after dinner.
  2. Nick never speaks to people who are drinking, or were just drinking, alcohol.
  3. Nick will speak at breakfast or lunch, but only after people finish eating and the waitstaff has stopped moving.
  4. Audio and video taping are not permitted.
  5. He does not fly on commuter aircraft.

Calls :
      Nick is available to conduct large-scale and even system-wide conference calls.
Length: 30 minutes + an optional 30 minutes of Q&A.
Fee: $5,000

No recording/transcription/playback permitted at this price. Client may opt for 30-day playback in consideration of another $5,000. After 30 days client agrees to erase recording.


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