Common topics include:
“Advising the Affluent”
“How to Identify and Handle Interpersonal Problems with Financial Clients”
“Putting the Family in Financial Planning”
“Why Wealthy People Do the Seemingly Nutty Things They Do”
Dr. 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 while preserving family harmony.
Eric 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.