We encourage you to complete this activity in one sitting since work in progress is not saved. You can print the output from this activity in PDF after completing the exercise. All fields are private and will not be shared with Eaton Vance.

Prefer to create a plan on paper?




Evaluate how effectively you inspire others to take actions that you believe are in their best interests. Based on your assessment, use the space provided to identify the approaches you want to master and how you plan to embrace them.


Learn more about passions and interests.



Early in discussions, ask these types of questions:

  • “What are you passionate about?”
  • “How do you enjoy spending your free time?”
  • “What motivates you to dedicate so much energy to your career?”


Do a better job of framing recommendations.



When presenting recommendations, clearly explain two to three benefits the client can anticipate by following your suggestions.



Regularly keep clients up to date on likelihood of goal achievement.



At least once a year, have a conversation about progress toward goals.

Conduct additional conversations about goal achievement during times of market disruption, personal setbacks or if new tax legislation is enacted.


Print a copy of your worksheet for your records

Well done! You’ve created a personalized plan to inspire others to take action.

You are on your way to chase positivity by:

  • Identifying ways to enhance how you motivate others to take actions that you believe are in their best interests
  • Establishing goals for personal development and growth
  • Creating an action plan to achieve results

We encourage you to periodically review your progress against the plan and fine-tune your activities as needed.

What's next?

If you're interested in digging deeper into this topic, you can go to the next resource. If not, we recommend continuing to the next subtopic.