To request a book, please provide the information below. All books offered compliments of Eaton Vance Advisor Institute.

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Please select your requested titles from the below:

Chasing Positivity®:
The Charismatic Advisor® in Conversation

David Richman and Robert Brooks, Ph.D.
Provides a new paradigm, the 3 Dynamics, to improve your ability to nurture client resilience and attract new clients.
Client Primacy:
Inspiring Intentional Outcomes

David Richman and Alan Parisse
Explores the disciplines of the “Intentional Advisor” who inspires clients to choose to do what they will wish they had done.
The Charismatic Advisor®

David Richman and Robert Brooks, Ph.D.
Provides practical insights to help you build deeper client connectivity and decommoditize your business.
Questions Great Financial Advisors Ask

David Richman and Alan Parisse
Details questions advisors can ask to help investors overcome the emotional obstacles that often thwart financial success.
This Is Your Time

David Richman and Alan Parisse
Reinforces the mindset that difficult times are actually the best times for you to fortify your value and grow your business.


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The views expressed are those of the authors. These views are subject to change at any time 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 Eaton Vance.

Robert Brooks, Ph.D., is not an employee of Eaton Vance.

Alan Parisse is not an employee of Eaton Vance.