Eric Jörg Neumann CFP®CLU®CASL® ChFC®RICP®

Critic
DISC Type : C

Wealth Management Advisor at Northwestern Mutual

Greater Chicago Area, United States

Overview

Eric Neumann is a Wealth Management Advisor with Northwestern Mutual, where he specializes in creating enduring financial plans for busy professionals and families. He is a CERTIFIED FINANCIAL PLANNER™ and was recognized by Forbes as a Top Next-Gen Wealth Advisor in 2024.

Based in the northern suburbs of Chicago, Eric is a family man with a wife and two children. His personal interests include traveling, exploring new restaurants, and spending quality time with his family. His early career included roles in sales and marketing with Hyatt Hotels.

Eric has been named one of the Best-in-State Wealth Advisors by Forbes multiple times.

Personality Overview

Objective Thinker

Critic

Information Seeker

They enjoy working alone and do not rely on others very often.  It is very likely that they will negotiate pricing or other important terms. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Holistic Financial Planning
His entire practice is built around a four-step approach to help clients organize their financial lives, focusing on retirement, investment, and insurance strategies.
Market Insights
He frequently shares market analysis and economic updates from Northwestern Mutual's CIO, aiming to keep his clients informed on current trends.
Family Wealth Management
His headline and professional mission center on building enduring relationships to protect and preserve assets for families over the long term.

Media Appearances

Eric has no verified media appearances

Work History

12-2002
Wealth Management Advisor at Northwestern Mutual
6-2000 - 11-2002
Sales/Marketing at Hyatt Hotels Corporation
1999 - 2000
intern at Evanston Chamber of Commerce
1997 - 1999
Front Office at AccorHotels

Education

WMCP from The American College of Financial Services
2015 - 2016
RICP from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 29 Location : Greater Chicago Area, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Eric Jörg

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eric Jörg is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Eric Jörg

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Eric Jörg move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Eric Jörg take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Eric Jörg

Personality Compatibility


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