Lewis Schiff

• An Emotional Competence Inventory

  By Lewis Schiff  |  November 1, 2009

  Emotional Intelligence rests on an individual's ability to employ their emotional competencies that fall into four clusters: Self-Awareness o Emotional Awareness: Recognizing one's emotions and their effects o...

• The Affluentialist: Reading Your Clients

  By Lewis Schiff  |  November 1, 2009

  Last month we looked at a recent study that examined how advisors' regular relationship with clients is not devoted to just pure financial matters. Advisors...

• The Affluentialist: Beyond the Numbers

  By Lewis Schiff  |  October 1, 2009

  The advisor had worked for a few months with the highly successful client who owned a wholesale distribution company, carefully noting his goals, family concerns,...

• The Affluentialist: Building Retirement Portfolios Now

  By Lewis Schiff  |  September 1, 2009

  In my June column we examined how retirement planning specialists with a significant list of near- and post-retirement clients deliver their services. These advisors,...

• Valuation Myths

  By Lewis Schiff  |  August 1, 2009

  Since valuation is part science and part art, it's easy to fall into misconceptions of the valuation process. Two valuation experts recently identified common myths...

• The Affluentialist: The Importance of Valuing the Intangible

  By Lewis Schiff  |  August 1, 2009

  As we explored in last month's column about the importance of including intangible assets (patents, copyrights, trademarks, etc.) in any comprehensive plan, valuing those assets...

• Watch Out

  By Lewis Schiff  |  July 1, 2009

  Following are some common traps in determining intellectual property rights, from Sharon K. Sandeen's Intellectual Property Deskbook for the Business Lawyer (American Bar Association, 2008). 1....

• The Affluentialist: Intangible Assets; Real Challenges

  By Lewis Schiff  |  July 1, 2009

  As we examined previously, certain clients may intentionally or forgetfully skip certain information on assets in discussions with their advisors. Other clients may give wildly...

• The Affluentialist: Best Practices for Retirement Planning

  By Lewis Schiff  |  June 1, 2009

  According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving...

• The Affluentialist: Why The Affluent Need LTC Insurance

  By Lewis Schiff  |  May 1, 2009

  Surprising economic times can reveal fault lines in previously solid assumptions. The conventional wisdom was that the wealthy would pay for long-term nursing care out-of-pocket...