Common topics include:


“Advising the Affluent”


“Client-Centered Conversations”


“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”



Presentations for Advisors


  • Northwestern Mutual
  • Northern Trust Bank
  • Jackson National Life Insurance
  • Savant Capital Management
  • Thrivent for Lutherans
  • Bank of America
  • Wisconsin State Bar Association
  • Catholic Family Life Insurance (Milwaukee, WI)
  • Milwaukee Estate Planning Council
  • National Association of Personal Financial Advisors/Keynote
  • RW Baird/Conference Keynote
  • 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, WA)
  • Wachovia Securities
  • Wisconsin Association of Mediators

Financial institutions trust Dr. Eric Weiner.

For Advisors

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.