The Advisor Institute: Coach's Corner
Are you rising to this moment?

Practical messages intended to help you elevate the success of your practice.

The views expressed in these posts are those of the authors and are current only through the date stated. These views are subject to change at any time based upon market or other conditions, and Eaton Vance disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions for Eaton Vance are based on many factors, may not be relied upon as an indication of trading intent on behalf of any Eaton Vance fund. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Past performance is no guarantee of future results.

  • All Posts
  • More
    Topics
      Authors
      The article below is presented as a single post. Click here to view all posts.

      By David RichmanNational Director, Eaton Vance Advisor Institute

      This persistent pandemic, let alone all of the additional strife these days, is dragging down even the most resilient of us. Last evening, going through some files, there they were — notes for my father's eulogy that I delivered a handful of years ago.

      My Dad was a true "charismatic adult" in the lives of my brother, his grandchildren and me. He was a rock — the ultimate "source of strength." Thinking about what our conversations would sound like if he were alive to witness this dark chapter of history, I somehow felt better.

      During these extraordinarily difficult times, take a moment to reflect on the impact you have on the lives of your clients, your inner circle and the family you hold most dear. How would they describe you?

      Perhaps some phrases from the eulogy will provide inspiration for how you want to be remembered in this moment:

      • "As he grew older, it became clearer and clearer that his humor and positivity stemmed from an ever-evolving refreshing view of life."
      • "Sure, he would sometimes get caught in wistful thinking, yet his optimism always won out."
      • "He was the ultimate role model on the power of resilience."
      • "His setbacks in life never shook his broader positive perspective ... just maybe they defined it."
      • "He was so interested and connected. He didn't just want to observe the chapters of our lives; he wanted to discuss every page."
      • "He always led with deep, genuine curiosity."

      Bottom line: Are you rising to this moment with clients, your inner circle and family you hold most dear? What will they be saying about YOU tomorrow? This is your time. Go deeper. Keep Chasing Positivity®.