| title | ISBN-13 (ISBN-10) | year of publication |
|---|---|---|
| Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success | 978-1-118-02764-6 (1-118-02764-7) | 2011 |
| Spend Your Life Wisely: The Deeper Meaning of Money | 978-1-4507-0702-2 (1-4507-0702-5) | 2010 |
| The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals | 978-0-7863-1020-3 (0-7863-1020-0) | 1996 |
McGraw-Hill · Various small imprints · Wiley