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High-Net-Worth Psychology: Finding, Winning and Keeping Affluent Investors
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Creating a Pipeline of New Affluent Clients: Building Strategic Partnerships With Lawyers & Accountants
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Wealth Preservation for Physicians: Advanced Planning for Affluent Doctors
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Cultivating the Middle-class Millionaire: Why Financial Advisors Are Failing Their Wealthy Clients And What They Can Do About It
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Accountants as Wealth Managers: The New Paradigm for Providing Financial Services
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The Influence of Affluence: How the New Rich Are Changing America
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Marketing to the Affluent: A Toolkit for Life Insurance Professionals
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Physician Financial Planning in a Changing Environment
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The Private Client Lawyer Now and in the Future
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Cultivating The Affluent II: Leveraging High-Net-Worth Client And Advisor Relationships
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The Perfect Legacy: How to Establish Your Own Private Foundation
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Advanced Planning with the Ultra Affluent
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Fame & Fortune: Maximizing Celebrity Wealth
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The Charitable Giving Handbook
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In the Line of Money: Branding Yourself Strategically to the Financial Elite
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Profitable Brilliance: How Professional Services Firms Become Thought Leaders
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I Win, You Whatever: How Self-Made Millionaires Really Negotiate Business Deals and How You Can Too
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Cultivating the Affluent Vol. 1 : How to Segment and Service the High-Net-Worth Market
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Charitable Estate Planning Process: How to Find and Work With the Philanthropic Affluent
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