Conference Presentations

NAVA Annual Conference
Replicating the Best: What Top Advisors and Wholesalers Actually Do and How to Make More of Them
Philadelphia, PA  October 6th, 2008

NAILBA 2008 Annual Conference
The Seven Practices: Being a True Advisor
San Diego, CA  November 14th, 2008

Articles

• Bridging The Value Gap
• Replicating The Best Embedding Higher Performance Practices

Publications

• On Wall Street
• Investment News

Suggested Readings

Bridging the Value Gap:
A Financial Advisors Guide to Attracting and Retaining More Affluent Clients
By Thomas F Rieman with Commentary from Top Financial Advisor Robert L Schein

• Competing for the Future, Gary Hamel and C.K. Prahalad
  
• The Future of Competition: Co-Creating Value Unique Value with Customers, C.K. Prahalad and Venkat Ramaswamy
• The Dancing Wu-Li Masters: An Overview of the New Physics, Gary Zukav
• The Leadership Engine: How Winning Companies Build Leaders at Every Level, Noel Tichy
• The Prime Solution: Close the Value Gap, Increase Margins, and Win the Complex Sale, Jeff Thull
• The Social Life of Information, John Seely Brown and Paul Duguid