Today’s advisors are confronting extraordinary challenges and pressures.

This program will help advisors:

• Restore a sense of purpose, conviction and resolve
• Provide actionable approaches to nurturing client resilience
• Gain a sense of perspective regarding bear markets, recoveries and investment strategies

Important components of our Resilient Advisor Program:

Stressed Out Or Stress Hardy: Advisor Resilience In Today’s Environment: How might stress levels impact your effectiveness as an advisor? These days, are clients asking "How are you doing?" Perhaps you shouldn’t be as comforted by that question as you think. We teach advisors to develop "stress hardy mindsets," which serve as the foundation of a successful advisory practice during difficult times.

Nurturing Client Resilience In The Face Of Turbulent Markets: Clients address the pressures of turbulent markets in varying ways. Gaining an appreciation of alternative coping strategies can materially improve an advisor’s ability to nurture client resilience. We introduce the Ostrich, the Dragon and the Owl as symbolic client types, and we discuss ways to modify your behavior and communications styles with each.

What Are The Best Doing Today? The most successful advisors in the country tend to capitalize on tough times to deepen client connectivity and capture new clients. We commissioned a third party to interview many of the nation’s top advisors to learn more about what they are doing in today’s difficult environment. This session presents the results of this "best practices" survey.

This Is Your Time! Today’s historic levels of cash on the sidelines and unprecedented levels of "money in motion" represent an extraordinary opportunity for financial advisors. Unfortunately, many advisors may miss this moment. This "call to action" suggests six steps for advisors to follow to help them "come up from down." (Drawn from the book This Is Your Time, co-authored by David Richman, National Director, Eaton Vance Advisor Institute; and Alan Parisse, originally released in 2003; new edition released May 2009.)

The DNA Of Bear Markets And Recoveries: While most clients are not expecting advisors to be able to "call a bottom," they are looking for advisors to have an opinion and to bring a sense of perspective to the conversation. We support both of these priorities by providing an overview of numerous bear markets and recoveries and some investment themes to consider to be better positioned for the recovery that may lie ahead.