Lewis Schiff Topics

Advisors Looking for Direction Ask for Help: ?Just tell me what to do.?: Taking the Leap: How to Be One of the Winners in 2009 by Tapping Into the


Today's turbulent economy has created distress on behalf of investors. According to our research, 80% of investors surveyed indicating that they will seek a different financial advisor during the course of the next year.

Within chaos, there is opportunity and new winners are being created in the marketplace right now. Advisors who want to take their business to a higher level must focus keenly on their best clients' needs. Through the principles that Lewis Schiff speaks about in "The Middle-Class Millionaire" he will show your financial advisors how to use these challenging times as an opportunity and turn next year into their best year ever. They'll learn:
  • How to make the leap beyond a transactional approach to get to the next level
  • How to get their best clients to want to refer them to other affluent clients
  • How to become indispensable to top clients in a crowded and competitive marketplace

In addition to gaining this critical skill-set, your advisors will take with them a unique understanding of how the influence of their most affluent clients matter to their success. It is through the principles and original research, derived from "The Middle-Class Millionaire," that your advisors will discover:

  • What wealth will look like in America in 2009 and beyond
  • How to become part of your top client's "circle of support"
  • How the answers to three questions can change the way your advisors do business

With the perspective provided by Lewis Schiff, advisors will have the tools not only to land high net worth clients but also to build the kind of business model that creates lifetime value. This presentation offers a proven formula for success and the testimonials below are proof of the impact and behavioral change Lewis Schiff's message delivers.


Category: Influence

Sales Professionals Need a New Roadmap for the New Economy: ?The Influence of Affluence? to Market to the High Net Worth by Connecting the Value of Your Brand to Your Clients? Values


Today’s turbulent economy has disrupted the "best laid plans" of many top luxury brands who service a discerning clientele.  Once again, these best-of-breed marketers are realizing that “relationships matter” and “knowing your client” is one of the ways to separate themselves from the pack. They are looking for ways to pinpoint their best clients in a new economy and discover what the new needs of these clients are. Most of all, they want to know what will make them buy now!

Within chaos, there is opportunity and new winners are being created in the marketplace right now.  Based on the demographic research data that formed the basis of The Middle-Class Millionaire, Lewis Schiff will work with your marketing and sales forces to convert these challenging times into new opportunities.  They’ll learn:

  1. How to Tap Into Word-of-Mouth Marketing by Leveraging "The Influence of Affluence"
  2. How to Differentiate Your Brand in Tough Times to Your Most Important Clients
  3. How to Go ”Beyond the Sale” and Find Unique Ways to Add Value To Your Clients’ Lives
  4. How to Be a Connector by Introducing Your Most Influential Clients and Buyers to the People They Want to Know

In addition to gaining valuable insight into your ideal client profile, marketing and sales teams will take with them a unique roadmap for tapping into this valuable client demographic - one that works in any economy.


Category: Values, Influence

Luxury Marketers Need A New Roadmap for the New Economy: ?The Influence of Affluence? to Market to the High Net Worth by Connecting the Value of Your Brand to Your Clients Values


Today's turbulent economy has disrupted the "best laid plans" of many top luxury brands who service a discerning clientele.  Once again, these best-of-breed marketers are realizing that “relationships matter” and “knowing your client” is one of the ways to separate themselves from the pack. They are looking for ways to pinpoint their best clients in a new economy and discover what the new needs of these clients are. Most of all, they want to know what will make them buy now!
Within chaos, there is opportunity and new winners are being created in the marketplace right now.  Based on the demographic research data that formed the basis of The Middle-Class Millionaire, Lewis Schiff will work with your marketers to leverage these challenging times into opportunity.  They’ll learn:

  • Why the Working Wealthy are the Window into the Next Consumer Economy  
  • How to Tap Into Word-of-Mouth Marketing by Leveraging "The Influence of Affluence"”
  • The Top Three Service Promises That Appeal to Create Loyalty from Demanding Clients
  • The One Feature That Will Make 88% of High Net Worth Clients Buy Now

In addition to gaining valuable insight into your ideal client profile, marketing and sales teams will take with them a unique roadmap for tapping into this ideal client demographic — one that works in any economy.


Category: Luxury Influence Values Ideal Client Profile

How to Grow an Insurance Practice in an Uncertain Economy: Taking the Leap: Make 2009 Your Best Year Yet By Tapping Into the ?Influence of Affluence?


Within chaos, there is opportunity.
New winners are being created in the marketplace right now.

Insurance professionals who want to take their business to the next level must focus keenly on their top clients’ needs. By leveraging the principles that Lewis Schiff and Russ Alan Prince researched and wrote about in the acclaimed book, The Middle-Class Millionaire, Schiff will show your teams how to use these challenging times as springboard to turn next year into their best year ever. They’ll learn how to:

  • Make the Leap Beyond the Transaction to Become an Indispensable Member of Their Top Clients’ "Circle of Support"
  • How to Get Their Best Clients to Want To Refer Them to Other Affluent Clients
  • How to Tap Into Word-of-Mouth Marketing by Leveraging “The Influence of Affluence

In addition to cracking the code to this critical skill-set, attendees will take with them a unique understanding of how their most affluent clients make buying decisions. Through the principles and original research from The Middle-Class Millionaire, attendees will discover:

  • Why the Working Wealthy are the Window into the Next Consumer Economy  
  • The Top Three Service Promises That Appeal to Create Loyalty from Demanding Clients
  • The One Feature That Will Make 88% of Their Best Clients Buy Now

With the perspective provided by Lewis Schiff, attendees will have the tools not only to tap into this lucrative market, but also the actionable steps toward building the kind of business model that creates lifetime value.


Category: Influence

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