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Writing

writing-stickerWriting…

As technology facilitates access to information, there’s a constant demand for high-quality content, especially when it relates to improving performance, profitability and satisfaction levels. My sizable catalog of books, reports and articles is the foundation for new materials that reinforce key concepts and assist sales, marketing and financial professionals with the adoption and internalization of best practices.

Bylined or private-label content for high-end professionals:

  • Serialized content

  • Unique projects

  • Training curriculum development

Contact Me About Writing →

 

Topical materials for family offices and service providers…

 

 Check out Reports & Papers

 

White papers and reports based on proprietary research…

Training materials for financial and lifestyle professionals…

Monthly newsletter content for advisory professionals...

Monthly newsletter content for advisory professionals…

The Same, But Different

The Same, But Different
Private Wealth | May-Jun 2014

Building Bridges

Building Bridges
Private Wealth | May-Jun 2014

The Upside of Family Offices

The Upside of Family Offices
Private Wealth Jul-Aug 2014

Where the Money Is

Where the Money Is
Editor's Note | Private Wealth | Jul-Aug 2014

Managing Fame & Fortune

Managing Fame & Fortune
Private Wealth | Jul-Aug 2014

The Legacy Factor

The Legacy Factor
Private Wealth | Nov-Dec 2013

Ding Dong, Hedge Funds Calling

Ding Dong, Hedge Funds Calling
Private Wealth | Sep-Oct 2013

Keeping Next Gen Clients? Priceless.

Keeping Next Gen Clients? Priceless.
Editor's Note | Private Wealth | Sep-Oct 2013

Is It the Drill or the Hole?

Is It the Drill or the Hole?
Editor's Note | Private Wealth | Jul-Aug 2013

Passing The Torch

Passing The Torch
Private Wealth | May-June 2013

The Whole Kit And Kaboodle

The Whole Kit And Kaboodle
Editor's Note | Private Wealth | May-June 2013

Taking the Road Less Traveled

Taking the Road Less Traveled
Editor's Note | Private Wealth | Jan-Feb 2013

The Family Office

The Family Office
The Family Office: Advising the Financial Elite
Charter Financial Publishing Network, 2010

Recognizing The Opportunity

Recognizing The Opportunity
Recognizing The Opportunity: Wealth Management, Estate Planning & Life Insurance
Charter Financial Publishing Network, 2009

Beyond Performance

Beyond Performance
Beyond Performance: How Hedge Funds Can Strengthen & Build Their Affluent Client Base
Elite Traveler Publishing, 2008

Fame & Fortune

Fame & Fortune
Fame & Fortune: Maximizing Celebrity Wealth Elite Traveler Publishing, 2008

The Sky’s The Limit

The Sky's The Limit
The Sky's the Limit: Marketing Luxury to the New Jet Set
Charter Financial Publishing Network, 2007

Inside the Family Office

Inside the Family Office
Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy
Wealth Management Press, Penton Media, 2004

Women of Wealth

Women of Wealth
Women of Wealth: Understanding Today's Affluent Female Investor
The National Underwriter Company, 2004

Wealth Management

Wealth Management
Wealth Management: The New Business Model for Financial Advisors
Wealth Management Press, Penton Media, 2003 (first printing) and 2005 (second printing)

eWealth

eWealth
eWealth: Understanding the Internet Millionaire
Institutional Investor, Inc., 2000

Advisor 2000

Advisor 2000
Advisor2000: Strategies for Success in the New Millennium
The Prudential Assurance Company of America, 1999

The Elite Practice – A Mentoring Blog for Advisors

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