Lewis Schiff
About Lewis Schiff :
Lewis Schiff is a senior managing principal for Advanced Planning Group where he leads a team of private wealth experts who specialize in the needs of high-net-worth clients globally. Schiff has developed education and communication programs for many of the leading financial companies serving high-net-worth clients. He is a contributor to Investment Advisor magazine and Inc.com and maintains a blog about the affluent for InvestmentAdvisor.com. Schiff was a longtime contributor to CNNMoney.com and CNNfn. In 2001, he wrote The Armchair Millionaire (Simon and Schuster).
Schiff's new book, The Middle-Class Millionaire: The Rise of the New Rich and How They Are Changing America (www.middle-class-millionaire.com) charts the rise of America's growing affluent middle-class through original research and analysis. The book was published by Doubleday in 2008 to international critical acclaim.
Speaking Topics
Business and Leadership - The Secrets of Success from America's Self-Made Wealthy
How They Choose Their Careers, How They Build Their Wealth, How They Manage Work-Life Balance
Building Effective Teams
Creating High Performance Collaborations, Go Virtual to Turbo-Charge Results, The Future of Incentive Compensation
For Financial Advisors - The Four Pillars of Advanced Planning:
Generational Wealth Transfer, Productive Portfolio Planning, Protecting Assets from Predators, Philanthropic Planning
The Wealth Management Team of the Future
Managing Health to Manage Wealth and Vice Versa, 'Liquid Wealth' Creation, Dynastic Planning and The Family Bank
Marketing to HNW Prospects in Any Economy
Practical HNW Client Segmentation, The Middle-Class Millionaire is the Advisor's 'Sweet-Spot', Creating a Brand Relationship with HNW Prospects By Appealing to Their 'Values-Based' Spending Habits.
Millionaire Intelligence Among Investment Advisors
How Successful Advisors Manage Work-Life Balance, How Successful Advisors Make Critical Business Decisions,The Four Pillars to Advisor-Succes s
The Middle-Class Millionaire: America's Luxury Super-Demographic
Five Trends for the Future: Why the 'Working Wealthy' are the Window into the Next Consumer Economy, How the Middle-Class Millionaire has Transformed 'the Rich', The Laws of Attraction: Reaching out to Nine Million Middle-Class Millionaire Households and their $20 Trillion in Wealth.
For High Net Worth Investors – The Four Pillars of Advanced Planning:
Generational Wealth Transfer, Productive Portfolio Planning, Protecting Your Assets from Predators, Philanthropic and Lifestyle Planning
Creating a Circle of Support
Mastering Your Financial Life, Accommodating the Transfer of Wealth Between the Generations, Managing Health to Manage Wealth and Vice Versa, 'Liquid Wealth' Creation
Luxury and High-End Marketing - The Changing Nature of the Luxury Client
Practical Client Segmentation, How to Market to Luxury Clients in All Markets, Creating a Brand Relationship with your Luxury Client By Appealing to Their 'Values-Based' Spending Habits.
Lewis Schiff’s "Keynote Plus" Program
Today's markets have taken everyone for a wild ride - but especially marketing & sales groups looking for direction. Professionals are searching for reliable information and specific steps for their teams. But does a simple keynote address at the annual meeting really deliver?
To keep up with the demands of today's marketplace, I'd like to offer a new approach that kicks off with a compelling keynote address and goes on to deliver many months worth of results.
I call it "Keynote Plus." In addition to a keynote address focusing on critical business tactics in troubled times, I've added an ongoing teleconference program that will deliver the following - after the keynote is delivered.
* Provide ongoing "coaching" designed to turn the "big ideas" into action
* Keep the attendees accountable to their personalized results
* Motivate the attendees to achieve their goals all year long
The idea behind Keynote Plus is to enhance the keynote process and bring it to the next level.
What I suggest is that I deliver two strategy tele-conference calls to your attendees after the keynote so that they can take the best ideas from your meetings and turn them into actionable results
DETAILS:
* Two quarterly conference calls, one-hour in length
* Email awareness campaign
* Additional support materials, developed by Lewis Schiff Partners, to be reviewed during each
tele-conference call
SOME OF THE TELE-CONFERENCE "TAKE-AWAYS":
* Help your team maximize their networks to create additional opportunities
* Focus each member on what they do best
* Create a relationship cultivation process that models the most successful people in their field
* Find out how each member can uniquely achieve professional satisfaction while delivering great
results for the firm
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