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Discover how this framework can help you have more meaningful conversations with clients.


key takeaways

  • Communicate empathically.
    Seek to see the world through your clients' eyes.
  • Collaborate consciously.
    Ensure your clients are active participants in the decion-making process.
  • Inspire action.
    Use words and phrases to inspire clients to move forward.
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The views expressed in these posts are those of the authors and are current only through the date stated. These views are subject to change at any time based upon market or other conditions, 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 any Eaton Vance fund. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Past performance is no guarantee of future results.