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3/15/2016
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When:
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Tuesday, March 15
12 noon Pacific | 2:00 pm Central | 3:00 pm Eastern
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Where:
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United States
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Online registration is closed.
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« Go to Upcoming Event List
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Table the Truth
Powerful relationships and
powerful results flow from knowing what role you play in the minds of the
wealth-holder. Co-Author of The Right Side of the Table: Where Do You Sit in
the Minds of the Affluent, Todd Fithian will share his insights as well as some
practical ways to engage in these critical conversations. You might
recognize Todd's work as being a centerpiece part of The American College's
Chartered Advisor in Philanthropy (CAP) course and it has had a tremendous
impact on the way in which advice is being provided.
About the presenter:
 Todd Fithian
Managing Partner, Legacy
Todd Fithian is a 20 year veteran, and third
generation producer in the financial services industry. Todd formed his
own wealth advisory firm in Boston soon after graduating from The
University of Massachusetts, then later joined forces with his late
brother, Scott, in 1996 to form The Legacy Companies – a professional
training, consulting and coaching organization serving financial
advisors and institutions in North America and abroad. Legacy’s systems
and processes are designed to enhance the critical conversations with
wealth holders while providing an unforgettable client experience.
Todd understands the challenges with change and the challenges that
can flow from a transition from a product-driven model to a
relationship-driven model. He has consulted and trained literally
thousands of independent advisors, several large financial institutions,
and families in the United States, Canada, UK and Australia in making
this transition.
Today, as the Managing Partner of Legacy, Todd is a recognized leader
and an industry advocate for professional advancement. In 2007 Fithian
co-authored The Right Side of the Table: Where do you sit in the minds of the Affluent and recently published a 2nd book, The Future of You,
in collaboration with 19 wealth advisors he has trained. Nationally
recognized for his contributions to the industry, Todd is a frequent
speaker at industry conferences throughout North America. Todd
currently serves as a board member of the American Colleges, Chartered
Advisor in Philanthropy (CAP) and the International Association of
Advisors in Philanthropy.
Todd and his wife Debbie have four children, Andrew, Ryan, Kelly
& Will. When he’s away from his work, Todd is often found in a
hockey rink behind the bench or on the lacrosse field coaching his kids.
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