National Director, Eaton Vance Advisor Institute
David Richman is the national director of Eaton Vance Advisor Institute. He has been a student of the financial advisory experience for the better part of four decades. He brings a unique client perspective to his provocative and inspiring podium style and his highly practical in-the-trenches advisor-coaching activities.
Mr. Richman received his BA and a master’s in public policy analysis from the University of Rochester and a Juris Doctorate from the University of Connecticut.
He has been a featured speaker at many industry conferences and has co-authored numerous books for the financial advisor community. Mr. Richman has co-authored two books with Robert Brooks, PhD—The Charismatic Advisor® and their latest book, Chasing Positivity™: The Charismatic Advisor® in Conversation. He has co-authored four books with Alan Parisse—Questions Great Financial Advisors Ask and Investors Need to Know, both editions of This Is Your Time, and Client Primacy: Inspiring Intentional Outcomes.
Inertia. Certainly a formidable adversary. Often, it’s an obstacle to attracting new clients and can narrow the mindsets of existing ones as well. It can even stymie the overall success of financial advisory teams. This high-energy workshop introduces the 3 Dynamics of Chasing Positivity™. You will learn how to bring greater intentionality to conversation in order to minimize the gravitational pull of inertia.
Thursday, May 28, 2020
1:30 – 2:30 p.m.
© 2023 Investments & Wealth Institute
