Published Books

Following is a listing of some of the books we have published:


  • 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


  • 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


  • LEGACY Newsletter
  • Legacy Writers’ Newsletter
  • Transitions Magazine
  • Speaker Spotlight
  • Unsung Heroes
  • Cotton’s Tales
  • Wealthcare Way® Journal

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