Practical Knowledge For Wealth Advisors

Dr. Eric Weiner helps advisors cultivate client-centered relationships and deal with the emotional landmines associated with money and accumulated wealth. He defines success as passing wealth to the next generation while preserving family harmony.

He works to develop collaborative connections with family advisors to develop client-centered conversations and facilitate family legacy discussions. He is sought out as a speaker for advisors and client events.

Presentations for Advisors

Titles include:

  • "Advising the Affluent"
  • "Client-Centered Conversations"
  • "How to Identify and Handle Interpersonal Problems with Financial Clients"
  • "Why Wealthy People Do the Seemingly Nutty Things They Do"

Financial Institutions & Organizations Trust Dr. Eric Weiner

  • Northwestern Mutual
  • Northern Trust Bank
  • Jackson National Life Insurance (Philadelphia, PA)
  • Savant Capital Management (Northern IL)
  • Thrivent for Lutherans
  • Bank of America
  • Wisconsin State Bar Association
  • Catholic Family Life Insurance
  • Estate Planning Councils (IL, IA, CA, WI)
  • National Association of Personal Financial Advisors, Keynote (Dallas, TX)
  • RW Baird/Conference Keynote (MI)
  • Harris Bank (Chicago, IL)
  • Johnson Bank Private Wealth Management
  • Marshall & Isley Private Wealth Management
  • McLaren Hospital Foundation/Citizens Bank-Wealth Management (Flint, MI)
  • Northern States Brokerage
  • Society of Financial Service Professionals
  • US Bank
  • Vistage International (Seattle, Napa, Sacramento, Chicago)
  • Wachovia Securities
  • Wisconsin Association of Mediators
  • Jewish Federation of Omaha Foundation
  • New Haven Jewish Foundation
  • Queen of the Valley Medical Center (Napa, CA)
  • Jewish Foundation of Dayton
  • TOPS Jewish Foundation (Tampa, Orlando, St. Petersburg)