Shari Greco Reiches

Examiner
DISC Type : cs

Regional Director, Partner at EP Wealth Advisors

Evanston, Illinois, United States

Overview

Shari is a Regional Director and Partner at EP Wealth Advisors, an author, and podcaster with a background as an inactive CPA. A University of Illinois accounting graduate, she co-founded a capital management firm and previously managed private banking for U. S. Banks Chicago region, showcasing extensive financial expertise.

She is a passionate advocate for empowering women financially, leading the "Investing In Women" initiative at her firm. Shari values personal growth and reflection, drawing inspiration from her travels and frequently writing about the importance of kindness and aligning life decisions with core personal values.

Shari authored the book and hosts the podcast "Maximize Your Return on Life, " championing a unique philosophy focused on personal fulfillment over traditional return on investment.

Personality Overview

Overcautious

Process Oriented

Unexpressive

The only way to convince them is by showing them examples and ample proof.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Financial Empowerment
Champions financial literacy, especially for women, through her executive role in EP Wealth’s "Investing In Women" initiative and her public platform.
Values-Based Investing
Advocates for aligning financial plans with clients' core personal values, a philosophy central to her book, "Maximize Your Return on Life. "
Retirement Readiness
Frequently shares resources on preparing for retirement, emphasizing the need to address crucial life questions before making the transition.

Media Appearances

Shari has no verified media appearances

Work History

7-2025
Regional Director, Partner at EP Wealth Advisors
8-2005 - 7-2025
Founding Principal at Rappaport Reiches Capital Management, LLC
12-1998 - 8-2005
Financial Advisor at Bernstein Global Wealth Management
3-1987 - 12-1998
President Private Banking Division at US Bank
1984 - 1987
Audit at Arthur Andersen & Co.

Education

1980 - 1984
Accounting from Gies College of Business - University of Illinois Urbana-Champaign

More Information

Social Presence :

Prographics :

Exp : 42 Location : Evanston, Illinois, United States Job Level : Mid-senior Designation : Regional Director, Partner at EP Wealth Advisors
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Insights For Selling To Shari

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shari is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Shari

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Shari move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Shari take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Shari

Personality Compatibility


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