- The Seven Faces of Philanthropy: A New Approach to Cultivating Major Donors
- Cultivating the Affluent: How to Segment and Service the High-Net-Worth Market
- High-Net-Worth Psychology: Finding, Winning and Keeping Affluent Investors
- Marketing to the Affluent: A Toolkit for Life Insurance Professionals
- Cultivating The Affluent II: Leveraging High-Net-Worth Client And Advisor Relationships