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David Richman

National Director, Eaton Vance Advisor Institute

David Richman provides practice management coaching to financial advisors and teams. He was previously a member of the Eaton Vance Wealth Management Solutions Group. He co-authored Questions Great Financial Advisors Ask, Investors Need to Know, This Is Your Time, and The Charismatic AdvisorTM. He is a frequent contributor to financial magazines and has served on numerous civic boards. He earned BA and MA degrees in public policy analysis, University of Rochester, and a JD, University of Connecticut

This Is Your Time

This is an unprecedented time for us all. Navigating client conversations in this “new normal” is paramount and Eaton Vance is here to help. David  will provide six actionable ideas to deepen client connectivity, bring value to tomorrow’s clients and fortify relationships with your “inner circle.”