What’s an ism? Isms, think of them as what you know to be so. Your truisms, aphorisms, not what you know to be so about the work you do with your clients. Think of it at a higher level. What are the things you fundamentally believe that the clients that you serve and hope to serve need to understand and live by in order to be successful in their financial lives? 

You likely have isms related to investments, isms related to planning, isms related to estate planning. We urge you to work on your isms. It can help you capture referable moments and it can help us help you figure out how to articulate what it is that makes you so special, help you discover your unique brand.  

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.