August 12, 2024

Episode 225 – Engaging Clients Across Generations with Eliot Weissberg

22 minutes

Eliot Weissberg is the President of The Investors Center, a financial and longevity planning firm that guides clients to discover and leverage their capacity to live and age confidently.

In this podcast, Eliot and hosts, Steve Gresham and Suzanne Schmitt, discuss the importance of longevity planning in financial advising, with insights on building long-term client relationships and the practical strategies for engaging multiple generations in the planning process.

Topics discussed:

The evolution of Weissberg’s practice, focusing on longevity planning as a core aspect of his client service.

Building long-term relationships with clients, starting with a rigorous screening process to ensure compatibility and trust.

Eliot’s practice which prioritizes working with clients who are willing to delegate, as this allows his team to provide the best service by focusing on planning and execution.

Involving the entire family from the start, requiring both spouses to be present in initial meetings and gathering information about their family dynamics to better tailor their financial strategies.

How the financial success of the practice is closely monitored through various metrics, with a focus on profitability per client and efficient systematization of investment management tasks to free up time for deeper client relationships.

Eliot also shares his commitment to supporting his team, ensuring they benefit from the practice’s success, and highlights the importance of capacity management to maintain the high-quality service his clients expect.

___

Eliot Weissberg, CFP® is a Branch Manager with Raymond James Financial Services and President of The Investors Center.

He can be reached at 860-677-8808 / 70 E Main St. Ste 5, Avon CT, 06001.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

The Investors Center is not a registered broker/dealer and is independent of Raymond James Financial Services.

Resources:

The Investors Center

Source

...more

View all episodes

By Advisorpedia