AUTHOR · BUSINESS STRATEGIST · ADVISOR
Business built in less than three years.
A CAREER IN THE REAL WORLD
Before Dave Lorenzo researched how successful professionals build relationships and win business, he spent decades doing it.
At Marriott, Dave became the person called in to fix underperforming businesses. He later launched Marriott’s ExecuStay business in New York City and grew it beyond $50 million in less than three years.
At Gallup, he became a partner and advised leaders of Fortune 500 companies.
THE THREAD THROUGH DAVE’S CAREER
From building a $50 million business at Marriott to advising Fortune 500 leaders at Gallup, Dave saw how trust and strong relationships create opportunity. Those lessons shape the research, teaching, and advisory work he shares today.
IN THEIR OWN WORDS
Hear directly from professionals who have worked with Dave and his communities.
CLIENT STORY 01 / Executive recruiter and job search strategist
Ilene says Exit Success Lab gave her practical insights and a community of entrepreneurs she values. She recommends Dave and Nicola for their repeated success and experience.
Ilene Rein
CLIENT STORY 02 / Attorney and law firm owner
After a few months with Dave and Nicola, Randi says she learned to connect with people who may not yet know they need her legal expertise and to pursue work she had not expected.
Randi Karpinia
CLIENT STORY 03 / Executive career and leadership coach
Hakhim credits Exit Success Lab with helping him think through systems, business growth, and long-term sustainability, while learning from a carefully built professional community.
Hakhim Lakhdar
CLIENT STORY 04 / Founder, Interconnect Mortgage
Toni says Dave and Nicola helped turn business ideas into an actionable blueprint. She is already applying it to strengthen her business and create more choices for a future exit.
Toni Taylor
CLIENT STORY 05 / Estate planning and asset protection attorney
Rod values the High Net Worth Client Attraction Group for sharing best practices and building relationships with other providers who can collaborate when clients need them.
Rod Hatley
CLIENT STORY 06 / Commercial trial lawyer
Mike says the group sharpened his approach to client service, introductions, and what sets his practice apart for high-net-worth clients.
Mike Foster
BUT ONE QUESTION KEPT FOLLOWING HIM.
GOING BEYOND CONVENTIONAL WISDOM
After decades in business development, Dave kept seeing the same gap: professionals were taught how to get clients.
Almost nobody was teaching them how high-net-worth clients decide whom to trust.
So he went directly to the people making those decisions.
Interviews with affluent individuals,
business owners, and advisors
Professionals studied
THE RESEARCH REVEALED SOMETHING IMPORTANT
Credentials can get an advisor considered. But trust, access, and the system determine who gets the opportunity.
Main Street clients and high-net-worth clients don’t evaluate advisors the same way. Most traditional business-development training was built for the first group.
Affluent clients judge an advisor on seven behaviors before an engagement letter is ever signed. The advisor may never know the evaluation is happening.
The professionals and business owners already serving wealthy families often determine which new advisors get introduced.
THE RESEARCH DIDN’T STAY IN A REPORT.
WILEY · APRIL 2026
Turning Client Relationships into Reliable Revenue
The High-Net-Worth Advisor explains how professionals earn a place in the decision networks of wealthy families, and why credentials alone aren’t enough.
Drawing from Dave’s research and decades of practical experience, the book introduces frameworks for turning relationships, expertise, and access into a deliberate high-net-worth business-development strategy.
THE LARGER CONVERSATION
Explore three more books on business development, professional growth, and lasting client relationships.
BUSINESS & CAREER
Business strategy for workplace warriors and entrepreneurs.
PROFESSIONAL PRACTICE
A book for attorneys focused on attracting and serving clients.
CLIENT RELATIONSHIPS
A system for building lifelong client relationships, starting with the first minute of the conversation.
FROM INSIGHT TO APPLICATION
Why credentials alone don’t determine whom affluent clients trust.
A closed loop of curated clients, a vetted expert network, strategic alliances, and a filtered pipeline.
A four-stage approach designed to make an advisor’s judgment visible to the client.
IN THE ROOM. INTO PRACTICE.
Dave brings his research into the room through ongoing learning, focused workshops, and talks for professional audiences.
01 / ONGOING LEARNING
An ongoing community and advisory program for professionals building high-net-worth practices through education, strategy sessions, best-practice sharing, and relationship-building.
02 / HANDS-ON STRATEGY
Focused programs where professionals work on strategy, positioning, business development, and practical next steps, including ideas from The High-Net-Worth Advisor.
03 / SPEAKING
Keynotes and educational programs for companies, professional associations, conferences, financial services organizations, law firms, accounting firms, and other professional audiences.
UPCOMING PROGRAMS
Upcoming workshops, educational programs, webinars, intensives, and selected speaking appearances.
January 7–8, 2027
Miami, Florida
Miami Airport Marriott · Miami, Florida
A two-day working retreat with Dave Lorenzo. Build your customized 2027 strategy to generate at least $300,000 in new revenue from high-net-worth clients.
PRIVATE ADVISORY
Dave works privately with selected professionals and firms that want a more deliberate approach to positioning, business development, relationship strategy, client acquisition, and growth.
The work begins with the practice as it exists today: where you want it to go, the relationships required to get there, and what’s standing in the way.
THE NEXT CHAPTER
Every engagement begins with a conversation about your practice, where you want it to go, and whether Dave is the right person to help.
A NOTE FROM DAVE
Insights from Dave on high-net-worth relationships, business development, trust, and building a practice around the clients you most want to serve.
DAVE LORENZO
The sample chapter will be available here once supplied.
DAVE LORENZO
Details and ordering information for Career Intensity will be added here.
DAVE LORENZO
Details for Client Attraction Secrets for Lawyers will be added here.
DAVE LORENZO
Details and ordering information for The 60 Second Sale will be added here.
DAVE LORENZO
Dave’s confirmed contact or booking link will be added here. This website preview does not send inquiries.