Engage Clients in the Decision-Making Process

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Are you a skilled collaborator? Even when someone doesn’t agree with you? 

Collaboration requires conscious effort.

Collaborating Consciously is one of the 3 Dynamics of Chasing Positivity.

It is rooted in ensuring clients feel at ease and that that they are active participants in the decision-making process.

Start by listening with intentionality. Shift your mindset from what can I say to look smart, to what can I ask to learn more.

Then use powerful phrases to set a collaborative tone. You can say things like:

“I welcome your comments and questions.”

“Please let me know if I’m not being clear.”

“I view our relationship as a partnership.”

By listening with intentionality and setting a collaborative tone, you can help clients feel more open to working with you. 

To learn more about how collaborating consciously can help you improve your conversations and inspire clients to act, visit eatonvance.com/chasingpositivity.

Disclosure

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.