Longevity Planning with Eliot Weissberg

Hosts Brad and Cory speak with Eliot Weissberg of The Investors Center
Our guest on this episode is Eliot Weissberg. Eliot is President of The Investors Center, a financial
planning and longevity planning practice. Their goal is to guide people to discover and leverage their
capacity to age confidently, in part by utilizing "TimeLining" which Eliot created and trademarked in
2009. Eliot is a CFP and a CAPS (Certified Aging in Place Specialist). He is a member of the National Aging
In Place Council (NAIPC) and the MIT AgeLab
They discuss:
 What a Certified Aging in Place Specialist is
 Longevity planning and how it can help grow your business
 How to implement an investment strategy to compliment longevity, and to what age
Contact Eliot: www.theinvestorscenter.com

Eliot Weissberg, CFP®, CAPS 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.

In this episode, Kathleen speaks with Stevyn Guinnip, founder and CEO of Grow Wellthy. Stevyn is a certified wellness coach and exercise physiologist who helps financial advisors approach their health with the same intentionality they bring to financial planning. Stevyn's path to this work is anything but ordinary: she grew up as the daughter of a financial advisor and watched many of his clients retire, only to lose their health before they could enjoy their retirement. After surviving a near-death experience, Stevyn went back to the research to rethink what true health actually means.

Stevyn explores what it looks like to treat your health as a core asset, how "health debt" accumulates quietly over time, and why the concept of health span versus sick span may be one of the most valuable frameworks advisors can bring into client conversations. Stevyn makes a compelling case that advisors who aren't asking health-related questions are missing a wildcard that could derail an entire financial plan. This conversation is a timely reminder that the same discipline and care you bring to your clients' financial lives should extend to your own health as well.

https://www.growwellthy.com/

https://www.linkedin.com/in/stevyn-guinnip/

https://growwellthybook.com/

Andrea Schlapia: Founder and CEO of Ironstone Business Coaching
Hosts Michael Connaughton and Kathleen Kenealy are joined by Andrea Schlapia
Founder and CEO of Ironstone Business Coaching.
Andrea Schlapia began her career in banking, then rose through the ranks of global
investment firms like Dreyfus, Prudential, and Deutsche Bank. In 2008, she launched
Ironstone, which specializes in helping financial advisors.
Andrea is the go-to practice management expert for independent financial advisory
firms. She is the founder of Ironstone and creator of Ironstone's Fundamental 4™
blueprint, a system that guides financial advisory professionals and their teams to grow
purposefully, operate efficiently, and leave the next generation with a wealth of
knowledge to continue the business legacy.
We discuss:
 Best practices around hiring and organizational structure
 Ways to "delegate and elevate"
 Defining your firm values

And much more

More on Andrea and Ironstone
Website
LinkedIn Profile