DiscoverPracticeLabLongevity planning for client retention and acquisition, with Eliot Weissberg
Longevity planning for client retention and acquisition, with Eliot Weissberg

Longevity planning for client retention and acquisition, with Eliot Weissberg

Update: 2024-09-19
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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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Longevity planning for client retention and acquisition, with Eliot Weissberg

Longevity planning for client retention and acquisition, with Eliot Weissberg