BLOG EXCERPT /// May 17, 2009

On May 19, the paperback was released in bookstores nationwide.

To keep reading, click here

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Calendar

Lewis Schiff speaks frequently to high-net-worth and luxury market audiences. For Lewis Schiff's nationwide speaking schedule, click here

One-Day Workshops:
WEALTH BOOM: Solutions for Serving Your High Net Worth Clients
(And Increasing Revenues and Income Without Increasing Costs).

Presented by Lewis Schiff, principal of Advanced Planning Group  

FALL EVENT TOUR    More Info

For more information, call our helpful staff at (800) 603-0144 or send email to Sondy Szymanis, HNW Events Director at Sondy.Szymanis@advancedplanning.org .

TOPICS COVERED IN THIS ONE DAY COURSE INCLUDE:

           * How to Profit from the Coming "Wealth Boom."

        * A Plan to Increase Revenues without Increasing Costs

        * Compensation Models and Best Practices

For a complete description of one-day workshop agenda, click here

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Announcements

November 2008:

ARTICLE: "Calls for a New Era of Austerity."   by Lewis Schiff. It is a lack of leadership that is substantially responsible for our current sorry state of affairs. More Info.

October 2008:

ARTICLE: "Investing $100,000 today."   by Lewis Schiff. Here's the scenario. A valued client comes to you with a question: More Info.

ARTICLE: "The Fine Art of Planning with Collectibles" by Lewis Schiff. The nature of collectibles calls for a specialized approach to planning. More Info.

ARTICLE: "Even Affluent Clients Feel the Chill"  by Lewis Schiff.  Some have their confidence tested, while others freel the true impact. More Info.

September 2008:

ARTICLE: "Todays 70 is yesterday's 50" By Lewis Schiff. Leaving a long-term career can mean finally living the dream. More Info.

July 2008:

ARTICLE: "A Special Kind of Life Insurance" by Lewis Schiff. PPLI offers tax-advantaged hedge-fund investing and other benefits. More Info.

June 2008:
ARTICLE: "After-Death Experiences" by Lewis Schiff. HNW widows are vulnerable emotionally, and to preying advisors. More Info.

PRESENTING:Lewis Schiff Speaking Engagements at Luxury Interactive 2008 Conference in New York City as well as Corporate Off-Sites More Info.

May 2008:
ARTICLE: "Death & Taxes Respect No Borders" by Lewis Schiff. For global families, advanced planning teams look for global solutions. More Info.

PRESENTING:Lewis Schiff Speaking Engagements at the New York Society of Security Analysts in Manhattan, and Luxury Marketing Councils in Houston, and New York City.

April 2008:
ARTICLE: "Like Client, Like Advisor" by Lewis Schiff. New research reveals the personality traits and practices that help advisors become millionaires themselves. More Info.

PRESENTING:Lewis Schiff Speaking Engagements at Reuters Advice Point Event and Luxury Marketing Councils in Houston, and New York City More Info.

March 2008:
ARTICLE: "The Prospect Said What?" by Lewis Schiff. You may need to dig and sift for the information you need. More Info.

February 2008:
ARTICLE: "Making Collaboration Work" by Lewis Schiff. Interpersonal traits are central to the effectiveness of collaborative teams. More Info.

PRESENTING:Lewis Schiff Keynote Address at Society for Innovative Medical Practice Design 2008 Annual Conference in Las Vegas.More Info.

PRESENTING:Lewis Schiff Keyntoe Address at Luxury Interactive 2008 Annual Conference in New York City. More Info.

January 2008:
ARTICLE: "Protecting Family Assets" by Lewis Schiff. Advanced planning for divorce and liability issues. January 2008 issue. More Info.

PRESENTING:Lewis Schiff Speaking Engagement at Wharton School of Business on The Middle-Class Millionaire.More Info.

PRESENTING:Lewis Schiff Speaking Engagements at Luxury Marketing Councils in Los Angeles, Orange County, & Boston on "The Changing Nature of the Luxury Customer."More Info.

December 2007:
ARTICLE: "Add a Break-Up Quarterback" by Lewis Schiff. A divorce specialist can play a key role on your planning team. December 2007 issue. More Info.

November 2007:
ARTICLE:"A Lean, Custom Team for Today" by Lewis Schiff. An advanced planning team is often a better choice than a family office. November 2007 issue. More Info.

IN THE NEWS "The Middle-Class Millionaire" a top emailed story on Yahoo.com. More Info.

October 2007:
ARTICLE:"The Assets Clients Hide" by Lewis Schiff. What you know about your client may only be part of the picture. October 2007 issue. More Info.

September 2007:
PRESENTING:Lewis Schiff Speaking at Advisor Summit 2007.

ARTICLE:"The Affluent and Retirement" by Lewis Schiff. They have more assets than the average clients, but the same concerns. September 2007 issue. More Info.

PRESENTING:Lewis Schiff Speaking at Reuters Advice Point 2007. Free Advance Review Copy of "The Middle Class Millionaire" signed by the authors! More Info.

August 2007:
ARTICLE:Lewis Schiff on "Keeping it in the Family" for Investment Advisor Magazine, August 2007 issue. More Info.

WORKSHOP DATES: Advanced Planning Group announces an additional New York City date for their One-Day "Wealth Boom: Solutions for Serving Your High Net Worth Clients" workshop.     More Info.

July 2007:
EXCLUSIVE RESEARCH: Advanced Planning Group publishes The Five Client Solution: How to Increase Revenues without Increasing Costs by Lewis Schiff. More Info.

ARTICLE: Lewis Schiff on "High Performance Collaboration" for Investment Advisor Magazine, July 2007 issue. More Info.

WORKSHOP DATES: Advanced Planning Group announces Chicago date for their One-Day "Wealth Boom: Solutions for Serving Your High Net Worth Clients" workshop.     More Info.

June 2007:
ARTICLE: Lewis Schiff on "The Middle-Class Millionaire" for AICPA's "Wealth Management Insider, June 2007 issue.    More Info.

ARTICLE: Lewis Schiff on "Seeking Outside Help" for Investment Advisor Magazine, June 2007 issue.    More Info.

May 2007:
ARTICLE: Lewis Schiff on "Defining Advanced Planning for the HNW" for Investment Advisor Magazine, May 2007 issue.    More Info.

MAKING NEWS: APG's May 2007 workshop date sold out. Next available dates are in New York City: June 21, July 19 and August 23.    More Info.

April 2007:
COVER STORY: Lewis Schiff writes "The Wealth Boom" for Investment Advisor Magazine, April 2007 issue.    More Info.

BLOG LAUNCH: Lewis Schiff launches "The Affluentialist" blog for Investment Advisor.com, covering topics related to affluence and influence.     More Info.

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