Affluent Research Timeline

September 1st, 1986
Study of Extraordinary Sales Profesionals who target affluent...

January 1st, 1991
Selling to the Affluent published

June 1st, 1992
"Why you"re not as wealthy as you should...

September 1st, 1993
Networking with the Affluent selected by Soundview Executive...

June 1st, 1995
First seminar for Society for Certified Public Accountants

1986-1995

May 1st, 1988
Marketing to the Affluent is published

July 1st, 1991
Selling to the Affluent selected as outstanding book...

June 1st, 1993
Networking with the Affluent and Their Advisors published

May 1st, 1994
Journal of Accountancy article

September 1st, 1986

Study of Extraordinary Sales Profesionals who target affluent market