Todd Fithian

Focus Sessions

Todd Fithian has more than two decades of experience in the financial services industry. A lifelong entrepreneur, Fithian formed his wealth advisory firm in Boston soon after graduating from college, then later joined forces with his brother to form The Legacy Companies, an industry-leading training, consulting and coaching organization. He has consulted and trained thousands of advisors. Today, as the managing partner of Legacy, Fithian provides the vision and leadership for his team. The author of two books, his work has been published in numerous trade magazines as well as the Wall Street Journal and USA Today.

Evolutionary Advisor: From Generalist to Niche

Language: English

The most successful advisors in this business have two common traits. First, they have a very high level of activity. Second, they build quality relationships. Fithian provides the clarity you need to define your niche market and engage with those clients in a way that creates powerful relationships. Trying to serve everyone in a generalist way has diminishing returns while defining the right niche and building the business to serve them has endless possibilities.