Eaton Vance Investment Managers - The Eaton Vance Advisor Institute

The Eaton Vance Advisor Institute was founded to support the financial advisor marketplace by offering unique solutions and strategies for managing today’s wealth. We offer a range of innovative programs designed to deepen the conversation, strengthen relationships and elevate the client experience. Download brochure here

How are You Doing?

Hear our thoughts on the common question, "How are you doing?"

2009 Feature Programs

Politics & Taxes 2009

Developed by Washington experts, the Politics & Taxes 2009 Program helps advisors understand legislative changes likely to occur in Washington in 2009 and what those developments will mean for clients.

The Resilient Advisor Program

Today’s advisors are confronting extraordinary challenges and pressures. This program provides actionable approaches to nurturing client resilience and helps advisors gain perspective regarding bear markets, recoveries and investment strategies.

Coach's Corner

Commentary by David Richman, National Director, Eaton Vance Advisor Institute

For more information about how the Eaton Vance Advisor Institute can help deepen the conversation, strengthen relationships and elevate the client experience, please speak to your wholesaler or call us at (800) 225-6265 or (617) 482-8260.

Financial Advisor Account Access

David Richman, National Director, Advisor Institute

Biography

Sound Bites

The Busy Trap

E-mails

Importance of Setting the Agenda

INVESTMENT PROFESSIONAL USE ONLY

Before investing in any Eaton Vance fund, prospective investors should consider carefully the fund's investment objective(s), risks, and charges and expenses. For open-end mutual funds, the fund's current prospectus contains this and other information about the Fund. To obtain a fund prospectus and the most recent annual and semiannual shareholder reports, contact your financial advisor or download a copy here. Read the prospectus carefully before you invest or send money. For closed-end funds, you should contact your financial advisor. To obtain the most recent annual and semi-annual shareholder report for a closed-end fund contact your financial advisor or download a copy here. Before purchasing any variable product, consider the objectives, risks, charges, and expenses associated with the underlying investment option(s) and those of the product itself. For a prospectus containing this and other information, contact your investment or insurance professional. Read the prospectus carefully before investing.

Not FDIC Insured. No Bank Guarantee. May Lose Value.

Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision.

The information on this Web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

Publication details: 2009-11-19 11:32