Dinner - Client Primacy - Inspiring Intentional Outcomes

Date: Monday, May 8, 2017
Time: 5:30pm - 8:00pm
Location: Palmers Restaurant
Speaker: David Richman

Location: Palmers Restaurant, Elm Street, Andover, Mass.

Speaker: David Richman

Topic: Client Primacy - Inspiring Intentional Outcomes

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Time:  5:30 - 8:00 p.m. (Annual Meeting/Election at 5:30 p.m.)*

About Our Speaker:  

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.

GUEST POLICY: $50.00 per guest payable at the door

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