The Advisor Institute: Coach’s Corner


Taking client relationships to the next level

David Richman, National Director of the Eaton Vance Advisor Institute provides his unique insights intended to help you elevate the success of your practice.

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David Richman’s

A Deeper Dive

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.

Nurturing Relationships

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.

Inspiring Conviction

Are robo-advisors a serious competitive threat to today’s financial advisors? Will they disrupt advisory relationships and drive fee compression? 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.

Attracting Clients

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.



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David M. Richman

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 four books with Alan Parisse: "Questions Great Financial Advisors Ask and Investors Need to Know," both editions of "This Is Your Time" and his latest book, "Client Primacy," released in 2015. David also co-authored "The Charismatic AdvisorTM" with Dr. Robert Brooks.

Eaton Vance does not endorse literature published independent of the Firm.