Deep Dive: Amplifying Your Brand in this Force Fed World of Collaboration and Commoditization

Track: Breakout

Session Number: 175
Date: Sun, Jan 27th, 2019
Time: 5:30 PM - 6:30 PM
Room: Texas Ballroom BC


This interactive session will show you how you can overcome meeting reluctance with your big prospects and set up the best first meeting ever designed to win client engagements while amplifying your brand over your competitors. Todd will also share several of his collaborative best practices because he knows as well as anyone, you can’t close big engagements on your own, there will always be other advisors involved. 

Session takeaways:
• Take a deeper dive into how you can tangibly demonstrate your difference
• Learn a step-by-step framework for having the most powerful first meeting ever
• Uncover the important advisor relationships in your prospects’ and clients’ lives

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

Session Type: Breakout Sessions

Target Market: Apply to all
Categories: Human Interaction Value
Session Type: Breakout Sessions

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.