Longevity planning for client retention and acquisition, with Eliot Weissberg

09/19/24 • 31 min

Eliot Weissberg is the president of The Investors Center, a financial and longevity planning practice with $280 million in assets under management. Weissberg talks about how he carved out a niche in longevity planning, including partnerships with the MIT AgeLab and a patented, rules-based system for retirement income. He also shares about going from a 100-hour workweek to a more sustainable approach. For more, visit PracticeLab.com.

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Learn to make your advisory practice bigger than yourself, with Pat Hinton

Pat Hinton is a co-founder and senior partner at Boston Wealth Strategies, a fee-only financial planning firm under Commonwealth with over $1 billion in assets under management. Hinton describes how he and his partners create a collaborative culture at the firm, engage the next generation of advisors and build a succession and exit plan into their day-to-day operations.

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The riches are in the niches, with Kristen Luke

Why do top advisors who have a niche get 67% more take-home income than those who don’t have a niche? Kristen Luke is the founder of Kaleido Creative Studio, a marketing firm dedicated to helping advisors with their marketing and client acquisition strategies. She is also the author of the Amazon bestseller, “Uncomparable: The Financial Advisor’s Guide to Standing Out through Niche Marketing.” She describes how niche marketing strategies have helped advisors streamline their operations, service more clients with fewer staff, increase their revenue and even reduce their need to continue doing marketing over time. For more, visit PracticeLab.com.