Dinner - Client Primacy - Inspiring Intentional Outcomes
Location: Palmers Restaurant, Elm Street, Andover, Mass.
Speaker: David Richman
Topic: Client Primacy - Inspiring Intentional Outcomes
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