- David Richman's Advisor Insights
- Taking client relationships to the next level
Practical messages from David Richman intended to help you elevate the success of your practice.
Dive deeper into today’s important issues with David Richman as he interviews portfolio managers, behavioral finance professionals, psychologists and other professionals using a real gloves-off approach and providing helpful takeaways.
This toolkit has been designed to further our support of the follow-up conversation for financial advisors. It is structured with quick reference tabs along a variety of core themes so that you can quickly move to a topic depending upon where the conversation moves.
Successful financial advisors and advisory teams nurture deep client relationships. They engage where client lives intersect with money. The programming in this series is designed to help advisors deepen and broaden their client conversations.
The ominous shadows of the credit crisis and associated market dislocation continue to weigh heavily on the minds of clients and advisors. The programming in this series seeks to move beyond the notions of building confidence, to inspiring true conviction in the minds of advisors, clients and prospects.
Do advisors really "acquire" new clients? Successful advisors seek to convey their capabilities to those they are hoping to serve. The programming in this series is designed to help advisors in the art of attraction.
National Director, Eaton Vance Advisor Institute
David Richman is the National Director of Eaton Vance Advisor Institute. David has been a student of the financial advisory experience for the better part of three decades. He brings a unique client perspective to his provocative and inspiring podium style and his highly practical in-the-trenches advisor-coaching activities.
David has been a featured speaker at many industry conferences, including the Investment Management Consultants Association (IMCA) and American Bankers Association (ABA), and is also a frequent contributor to numerous financial magazines.
David has co-authored three books with Alan Parisse–Questions Great Financial Advisors Ask and Investors Need to Know (2006) and both editions of This Is Your Time (2003 and 2009). David’s newest book co-authored with Robert Brooks, Ph.D., The Charismatic AdvisorTM, was released in early 2010.
Prior to his role as national director of the Eaton Vance Advisor Institute, he was a member of the Wealth Management Solutions Group, supporting the sophisticated wealth management offerings of the Eaton Vance organization.
David earned a B.A. and master’s degree in public policy analysis from the University of Rochester and a J.D. from the University of Connecticut. He is a member of the Connecticut Bar and has sat on numerous civic boards during his career.
When not traveling the country, David and his wife of 35 years live in Miami Beach and Charlestown, RI in empty nests without their three grown children.
Eaton Vance does not endorse literature published independent of the Firm.