Following is a listing of some of the books we have published:
FINANCIAL and BUSINESS BOOKS
- Reversing the Deal Flow: The Secret to Clients Calling You to Become Clients
- A Guide to the Recruiting Conundrum: A Consistent, Disciplined Approach to Attracting Top Talent
- Perfect Makes Practice! Systemizing Your Financial Advisory Practice
- The Game: Win Your Life in 90 Days
- The Yoga of True Wealth: Wisdom from a Heart on Wall Street
- AfroEconomics: Our Black Wealth Matters
- The World of Money Management
- The Wealth Factor
- Wealth Management Teams: The Smart Investor’s Guide to Evaluating & Selecting a Competent Team of Professionals
- Wealth Management for Dentists: A Guide for Achieving Financial Wellness for Dentists and Their Familities
- Stop & Think: Important Financial Advice for You and Your Family
- Financial Savvy for the Small Business Owner
- Independent Business Ownership: Navigating to Your New Destination
- The Trust Equation: Successful Financial Advisors Speaker Out on Integrity, Client Relationships and the Wealth Management Process
- The Trust Equation: The Savvy Investor’s Guide to Selecting a Competent, Ethical Financial Advisor
- The Informed Investor: Five Key Concepts for Financial Success
- The Wealth Factor: A Team Approach
- Happily Ever After: Expert Advice for Achieving the Retirement of Your Dreams
- The Boomer’s Guide to Multi-Generational Planning
- The Truth Project: Finding the Courage to Ignore Wall Street
- Thrifty and His Money: A Fable About Money Management and Personal Finance for Kids and Their Parents
- Sins of Omission: Things Your Broker Should be Telling You
- The Savvy Investor’s Guide to Selecting and Evaluating Your Financial Advisor
- The Canadian Investor’s Guide to Selecting and Evaluating the “Right” Financial Advisor
- 40 Tips for the Under 40 Advisor
- Tested in the Trenches: A 9-Step Plan for Success as a New Era Advisor
- Practice Power: 12 Steps to Take Your Business to the Next Level
- Explode Production with Sound Business Practices
- Get Noticed and Get Hired: Action Steps, Strategies and Resources to Become Empowered & Employed
- Grand Theft Portfolio: The Big Business of Financial Advice is Busting the Boomers
- Uncommon Success: How Family Stewards Produce Intentional Wealth
- Who Shot Goldilocks: How Alan Greenspan Did in Our Jobs, Savings and Retirement Plans (audio)
- Red Zone Marketing (audio)
- The Connected Advisor: 8 Months to Build Your Extraordinary Practice
- Do-It-Yourself Marketing
GENERAL BOOKS
- Ready to Live Again: A Widow’s Guide for Transitioning from Uncertainty to Peace of Mind
- The Children’s Memory Book Series
- Me and My Family
- My Family Tree
- My Favorite Things
- School Days
- From the Edge of the Abyss: What I Learned While Stopping Cancer
- Your Legacy, Your Life: A step-by-step guide to help you preserve your memories and stories for posterity
- The Things I See and the Things I Do
- I Wish You Happiness: A step-by-step guide to creating an ethical will for the people you love
- Life is a Paradox: Counter-Intuitive Secrets to Personal and Professional Effectiveness
- Never Turn Back: Bicycling 2850 Miles with No Support System
- Confessions of a Pool Hustler
- The Game: Win Your Life in 90 Days
- Ancient Wisdom for a New World
- Simon Says
MAGAZINES and NEWSLETTERS
- LEGACY Newsletter
- Legacy Writers’ Newsletter
- Transitions Magazine
- Speaker Spotlight
- Unsung Heroes
- Cotton’s Tales
- Wealthcare Way® Journal