Lewis Schiff Partners

Popular Speaking Topics

Business and Leadership
Topics for Financial Advisors
Luxury Marketing
Topics for High Net Worth Investors

PRESENTATION TOPIC: BUSINESS AND LEADERSHIP

PRESENTATION TITLE: 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

PRESENTATION TITLE: Building Effective Teams

Creating High Performance Collaborations
Go Virtual to Turbo-Charge Results
The Future of Incentive Compensation

PRESENTATION TOPICS FOR FINANCIAL ADVISORS

PRESENTATION TITLE: The Four Pillars of Advanced Planning:

Generational Wealth Transfer
Productive Portfolio Planning
Protecting Assets from Predators
Philanthropic and Lifestyle Planning

PRESENTATION TITLE: The Wealth Management Team of the Future

Managing Health to Manage Wealth and Vice Versa
'Liquid Wealth' Creation
Dynastic Planning and The Family Bank

PRESENTATION TITLE: 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.

PRESENTATION TITLE: Millionaire Intelligence Among Investment Advisors

How Successful Advisors Manage Work-Life Balance
How Successful Advisors Make Critical Business Decisions
The Four Pillars to Advisor-Success

PRESENTATION TOPIC: LUXURY AND HIGH-END MARKETING

PRESENTATION TITLE: 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.

PRESENTATION TITLE: 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.

PRESENTATION TOPICS FOR HIGH NET WORTH INVESTORS

PRESENTATION TITLE: The Four Pillars of Advanced Planning:

Generational Wealth Transfer
Productive Portfolio Planning
Protecting Your Assets from Predators
Philanthropic and Lifestyle Planning

PRESENTATION TITLE: 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

Request a Lewis Schiff Partners Overview Kit

Company Overview
DVD of Lewis Schiff speaking events
Press Kit

To request a Kit, call our business development team at (800) 603-0144, ext. 203, email events@advancedplanning.org, or contact us to discuss your event and objectives in greater detail.

Fees and Contact Information

We work with a wide variety of corporations and organizations to deliver a customized program tailored to meet your needs and objectives. Contact: Call our business development team at (800) 603-0144, ext. 203, email events@advancedplanning.org, or contact us to discuss your event and objectives in greater detail.