Definitions

Here are my meanings of some of the terms I will use in this blog:

Note- (V.) The act of writing for this blog.  (N.) One of this blog's entries. 

High Net Worth (HNW)- An individual or family whose net worth is at least $10MM and in most cases is in excess of $20-30MM.

Clients- NHW people who pay Advisors for wisdom, services, and products.

KASH - An acronym for Knowledge, Attitudes, Skills, Habits.

Private Client Advisor- (Advisor for short) A professional who has predominately HNW individuals and families as her or his clientele.  Most often an attorney, CPA, investment manager, or financial planner.   

Selling- The process of getting Clients to make decisions and to take appropriate actions.  Can also include educating Clients on their options.

Success Library / Success Literature- Books, tapes, essays on the subject of persoal achievment, self image psychology, sales, entreprenuership, business, and related disciplines.

Shelfari - The books on the "shelf" are ones I Note on.  You can buy them by hovering your mouse over and clicking on the Amazon link.  Your purchase will help me pay for this blog.  Some books on the shelf are not Noted yet.  They are there to remind me to Note them.