41. Protecting The Family Fortune: Advanced Planning For Ultra-High-Net Worth Businesses
(Campden, 2008 release date pending).
40. Recognizing the Opportunity: Wealth Management, Estate Planning & Life Insurance
(Universal Media, 2008 release date pending).
39. The Middle-Class Millionaire: The Rise of the New Rich and How They Are Changing America
(Doubleday / Currency, on press).
38. Beyond Performance: Enhancing Relationships with Affluent Hedge Fund Investors
(Universal Media, on press).
37. Fame & Fortune: Maximizing Celebrity Wealth
(Universal Media, 2008).
36. The Sky's the Limit: Marketing Luxury to the New Jet Set
(CFPN, 2007).
35. Fortune's Fortress: A Primer on Wealth Preservation for Hedge Fund Professionals
(MARHedge, 2006).
34. RainMaker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients
(National Underwriter, 2006).
33. Wealth Preservation for Physicians: Advanced Planning Strategies for Affluent Doctors
(Wealth Management Press, 2006).
32. Cultivating the Middle-Class Millionaire: How Financial Advisors are Failing Their Wealthy Clients and What They can do About It
(Wealth Management Press, 2005).
31. Selecting a Coach: Seven Guidelines for Financial Advisors
(CFPN, 2005).
30. Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy
(Wealth Management Press, 2004).
29. Safe & Sound: A Proven Methodology for Protecting the Wealthy
(National Underwriter, 2004).
28. Women of Wealth: Understanding Today's Affluent Female Investor
(National Underwriter, 2004).
27. The Private Client Lawyer: Now and in the Future
(Wealth Management Press, 2003).
26. Creating a Pipeline of New Affluent Clients: Building Strategic Partnerships with Lawyers & Accountants
(National Underwriter, 2003).
25. Wealth Management: The New Business Model for Financial Advisors
(Wealth Management Press, 2003).
24. Accountants as Wealth Managers: The New Paradigm for Providing Financial Services
(Institutional Investor, 2003).
23. Advanced Planning with the Ultra-Affluent: A Framework for Professional Advisors
(Institutional Investor, 2002).
22. Giving Wisely: Maximizing Your Charitable Giving
(Giving Capital, 2002).
21. The World of Registered Representatives: Insights and Opportunities for Brokerage and Investment Management Firms
(Institutional Investor, 2002).
20. The Millionaire's Advisor: High-Touch, High-Profit Relationship Management Strategies of Advisors to the Wealthy
(Institutional Investor, 2002).
19. eWealth: Understanding the Internet Millionaire
(Institutional Investor, 2001).
18. Marketing Mutual Funds Through Independent Advisors
(Institutional Investor, 2001).
17. Value-Added Wholesaling: The New Paradigm for Marketing Financial Products through Advisors
(Institutional Investor, 2000).
16. Advisor 2000: Strategies for Success in the New Millennium
(High-Net-Worth Press, 2000).
15. High-Net-Worth Psychology: Finding, Winning and Keeping Affluent Investors
(High-Net-Worth Press, 1999).
14. Winning the War for the Wealthy: How Life Insurance Companies can Dominate the Upscale Markets
(High-Net-Worth Press, 1999).
13. Private Wealth: Insights in the High-Net-Worth Market
(Institutional Investor, 1999).
12. The Perfect Legacy: How to Establish Your Own Private Foundation
(High-Net-Worth Press, 1998).
11. The Charitable Giving Handbook
(National Underwriter, 1997).
10. Cultivating the Affluent II: Leveraging High-Net-Worth Client and Advisor Relationships
(Institutional Investor, 1997).
9. Building Your Business: Marketing Your Way to a $100 Million Investment Advisory Practice
(High-Net-Worth Press, 1997).
8. Physician Financial Planning in a Changing Environment
(McGraw Hill, 1996).
7. Marketing Through Advisors: A Toolkit for Life Insurance Professionals
(National Underwriter, 1996).
6. Marketing to Family Business Owners: A Toolkit for Life Insurance Professionals
(National Underwriter, 1996).
5. Building an Affluent Clientele: Marketing Personal Lines to the Wealthy
(National Underwriter, 1996).
4. Cultivating the Affluent: How to Segment and Service the High-Net-Worth Market
(Institutional Investor, 1995).
3. Marketing to the Affluent: A Toolkit for Life Insurance Professionals
(National Underwriter, 1995).
2. The Charitable Estate Planning Process: How to Find and Work with the Philanthropic Affluent
(Lexington House, 1994).
1. The Seven Faces of Philanthropy: A New Approach to Cultivating Major Donors
(Wiley, 1994).