- The Seven Faces of Philanthropy: A New Approach to Cultivating Major Donors
- 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
- Cultivating the Affluent Vol. 1 : How to Segment and Service the High-Net-Worth Market