Books

I Win, You Whatever: How Self-Made Millionaires Really Negotiate Business Deals and How You Can Too (2013)

Profitable Brilliance: How Professional Services Firms Become Thought Leaders (2012)

In the Line of Money: Branding Yourself Strategically to the Financial Elite (2011)

The Family Office: Advising the Financial Elite (2010)

The Middle-Class Millionaire: The Rise of the New Rich and How They Are Changing America (2008)

Protecting the Family Fortune: Advanced Planning for Ultra-High-Net-Worth Businesses (2008)



Recognizing the Opportunity: Wealth Management, Estate Planning and Life Insurance (2008)

Fame & Fortune: Maximizing Celebrity Wealth (2008)

Beyond Performance: Inside the Minds of Affluent Hedge Fund and Fund-of-funds Investors (2008)

The Sky’s the Limit: Marketing Luxury to the New Jet Set (2007)

Fortune’s Fortress: A Primer on Wealth Preservation for Hedge Fund Professionals (2007)

RainMaker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients (2006)

Wealth Preservation for Physicians: Advanced Planning Strategies for Affluent Doctors (2006)

Cultivating the Middle-Class Millionaire: How Financial Advisors are Failing Their Wealthy Clients and What They Can Do About It (2005)

Selecting a Coach: Seven Guidelines for Financial Advisors (2005)

Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy (2004)

Safe & Sound: A Proven Methodology for Protecting the Wealthy (2004)

Women of Wealth: Understanding Today’s Affluent Female Investor (2004)

The Private Client Lawyer: Now and in the Future (2003)

Creating a Pipeline of New Affluent Clients: Building Strategic Partnerships with Lawyers & Accountants (2003)

Wealth Management: The New Business Model for Financial Advisors (2003)
Accountants as Wealth Managers: The New Paradigm for Providing Financial Services (2003)

Advanced Planning with the Ultra-Affluent: A Framework for Professional Advisors (2002)

Giving Wisely: Maximizing Your Charitable Giving (2002)

The World of Registered Representatives: Insights and Opportunities for Brokerage and Investment Management Firms (2002)

The Millionaire’s Advisor: High-Touch, High-Profit Relationship management Strategies of Advisors to the Wealthy (2002)

eWealth: Understanding the Internet Millionaire (2001)

Marketing Mutual Funds Through Independent Advisors (2001)

Value-Added Wholesaling: The New Paradigm for marketing Financial Products through Advisors (2000)

Advisor 2000: Strategies for Success in the New Millennium (2000)

High-net-worth Psychology: Finding, Winning and Keeping Affluent Investors (1999)

Winning the War for the Wealthy: How Life Insurance Companies can Dominate the Upscale Markets (1999)

Private Wealth: Insights in the High-Net-Worth Market (1999)

The Perfect Legacy: How to Establish Your Own Private Foundation (1998)

The Charitable Giving Handbook (1997)

Cultivating the Affluent II: Leveraging High-Net-Worth Client and Advisor Relationships (1997)

Building Your Business: Marketing Your Way to a $100 Million Investment Advisory Practice (1997)

Physician Financial Planning in a Changing Environment (1996)

Marketing Through Advisors: A Toolkit for Life Insurance Professionals (1996)
Marketing to Family Business Owners: A Toolkit for Life Insurance Professionals (1996)

Building an Affluent Clientele: Marketing Personal Lines to the Wealthy (1996)

Cultivating the Affluent: How to Segment and Service the High-Net-Worth Market (1995)

Marketing to the Affluent: A Toolkit for Life Insurance Professionals (1995)

The Charitable Estate Planning Process: How to Find and Work with the Philanthropic Affluent (1994)

The Seven Faces of Philanthropy: A New Approach to Cultivating Major Donors (1994)