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Invitation to the Conversation

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This is just the beginning in Investment Advisor‘s initiative to understand the Middle-Class Millionaire and how advisors are responding to them. As part of our dialogue, in addition to a regular column called The Affluentialist in the magazine, I’ll be writing a regularly updated public blog on For those of you already finding success serving these types of clients, I invite you to help us build a cooperative community at There we’ll discuss specific business challenges and best practices, the needs of your top clients, and the ways to be compensated by them. In the forum, I’ll also introduce you to experts who serve the high-net-worth exclusively and the institutions that are ready to assist you in maximizing this opportunity.–Lewis Schiff, The Affluentialist


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