Never Be Benched Again

Track: NED Talks

Session Number: 174
Date: Sun, Jan 27th, 2019
Time: 1:25 PM - 1:45 PM
Room: Texas Ballroom BC


Sitting on the sidelines or bench is something to avoid at all cost. This session is for all those advisors who have an amazing prospect they can’t get committed to a meeting, or for those advisors who get the meetings, but things quickly come to a screeching halt. We’ve all had experience working with clients where we’ve been blindsided by another advisor. Sometimes you see it coming, but so many time you don’t. This high impact fast-paced session is about never getting benched again and winning the engagements that matter.

Session takeaways:
• Pinpoint the biggest factor that gets you benched with key prospects
• Learn why it’s important to highlight the difference you make, rather than why you’re different
• Identify a powerful way to tangibly demonstrate your difference over the phone and secure the big meeting

Join Todd Fithian for his webinar on Wednesday, 11/13/2019 on The Power of First Impressions: Win more by design. Click below below to register.

Session Type: NED Talk

Target Market: Apply to all
Categories: Human Interaction Value
Session Type: NED Talk

Target Market: Apply to all
Categories: Human Interaction Value


Speaker 1
Todd Fithian
The Legacy Companies

Todd Fithian has over two decades of experience in the financial services industry.  Following in the footsteps of three generations, Todd knew at an early age his calling was not only to work in the industry as an advisor, but to work to improve it as well.  A lifelong entrepreneur, Todd formed his own wealth advisory firm in Boston soon after graduating from college, then later joined forces with his late brother Scott to form The Legacy Companies an industry leading training, consulting and coaching organization with a focus of helping advisor create the business, the clients, and the life they want!

Legacy’s turn-key systems and processes are designed to enhance the way wealth advisors engage clients by clarifying first WHAT and WHY a client wants to accomplish before jumping into HOW to solve it.  Fithian calls this Above the Lineä Conversations.  He has consulted and trained literally thousands of advisors, works with several large financial institutions and families in the United States, Canada, UK and Australia.

Today, as the Managing Partner of Legacy Todd provides the VISION and LEADERSHIP for his team.  In 2007 Fithian Co-Authored his first book The Right Side of the Table:Where do you sit in the minds of the Affluent. In 2011 he wrote The Future of You: Providing Clarity Where Life Intersects Wealth, in collaboration with 19 members of his Qualitative Advisor Network. His work has been published in numerous trade magazines including The Wall Street Journal and USA Today. Todd is nationally recognized for his contributions to the industry and is a frequent speaker at industry conferences and private events throughout North America. 

Todd currently serves as a board member of the American Colleges, Chartered Advisor in Philanthropy (CAP) and is the immediate past president of the International Association of Advisors in Philanthropy.

Todd and his wife Debbie have four children, Andrew (20), Ryan (17), Kelly (14) & Will (9).  When he’s away from his work, Todd is often found in a hockey rink behind the bench coaching or on the lacrosse field being a proud dad.  He has a daily goal of living each day like it could be his last.