| title | ISBN-13 | year of publica- tion | other author(s) |
|---|---|---|---|
| Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices | 978-1-118-99590-7 | 2015 | |
| Investment Counseling for Private Clients II | 978-0-935015-54-6 | 2000 | Dorothy C. Kelly · Leslie S. Kiefer · David M. Stein · Ivan Rudolph-Shabinsky · Joel M. Dickson · James M. Poterba · Gregory R. Friedman |
| Investment Counseling for Private Clients III | 978-0-935015-66-9 | 2001 | Janet T. Miller · James E. Hughes Jr. · Darryl L. Meyers · Scott D. Welch · Robert N. Gordon · David M. Stein · Lee N. Price |
| Investment Counseling for Private Clients IV | 978-0-935015-86-7 | 2002 | Lori R. Runquist · Louisa W. Sellers · David M. Stein · Andrew F. Siegel · Natalie B. Choate · Fredda Herz Brown · John Philip Coghlan |
J.B. · J. L. · J. P. · Jean P. · L B · L.P. · P. Brunel