books by Karen Maru File (philanthropy cultivating jossey-bass)

books by Karen Maru File

books:

Building Your Business
Karen Maru File, Russ Alan Prince

HNW Press, 1997

The first section of Building Your Business is an orientation to the rapidly changing competitive dynamics of the investment advisory business. The book provides up-to-date studies on the trend of financial advisor independence, and data on the increasingly important role of professionals such as accountants, attorneys, and insurance agents. The second section focuses on the dynamics of more effective prospecting, selling and servicing of the ...

Marketing to the Family Business Owners: A Toolkit for Life Insurance Professionals
Russ Alan Price, Karen Maru File

Natl Underwriter Co, 1995

The Seven Faces of Philanthropy: A New Approach to Cultivating Major Donors (JOSSEY-BASS NONPROFIT & PUBLIC ...

7 reviews
Russ Alan Prince, Karen Maru File

Jossey-Bass, 2001

An adviser's perpective
A great book for anyone wanting to better understand the reasons people give. I was taught that tax savings was the primary reason people give; how wrong I was. Thanks to this book, I feel far more confident to talk to my clients and prospects about giving. A great read.

Marketing Through Advisors: A Toolkit for Life Insurance Professionals
Russ Alan Prince, Karen Maru File

Natl Underwriter Co, 1996

Building an Affluent Clientele: Marketing Personal Lines to the Wealthy
Russ Alan Prince, Karen Maru File

Natl Underwriter Co, 1996

Marketing to the Affluent: A Toolkit for Life Insurance Professionals
Russ Alan Price, Karen Maru File

Natl Underwriter Co, 1995

The Perfect Legacy: How to Establish Your Own Private Foundation

6 reviews
Russ Alan Prince, Gary L. Rathbun, ...

Hnw Pr, 1998

An excellent educational tool on private foundations
It took a long time for me to find a book that both educated me on private foundations and addressed my concerns about setting one up for my family. This book is exactly what I have been looking for. If you are considering setting up a private foundation yourself, I highly recommend reading this book.

High-Net-Worth Psychology: Finding, Winning and Keeping Affluent Investors

5 reviews
Russ Alan Prince, Karen Maru File

Hnw Pr, 1999

Essential reading for private client money managers
As a managing director of a botique money management firm catering to private clients and smaller institutions I have never before found anything with the insights contained in High-Net-Worth Psychology. The most powerful feature of the book is its practicality. It lays out how to be successful in the private client business. It's not about running the money. It's about running the ...