Todd Fithian Email and Phone Number
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I've had a close personal relationship with the financial services industry my entire life. Growing up 3rd Generational in the business gave me perspective and understanding very few have the opportunity to receive. I am a junky for relationships and for the last two decades have been mastering a system to help advisors create the most powerful relationships possible with their clients, the results have been simply staggering. Because the system is designed to move clients closer and closer to the advisor from a relationship perspective, a higher level of trust than any other selling system in the market quickly presents itself. The clients confidence in their advisor follows shortly thereafter and results in clients making bigger decisions, faster.The best part is.........This all happens as a result of honoring the relationship and what matters most to the client. Please feel free to reach out if you want to learn more!Todd’s client list includes large financial institutions and thousands of practitioners throughout North America.Specialties: Helping Advisors Create the Most Powerful Client Relationships, Driving Decision Making Behaviors, Creating Unforgettable Client Experiences, Helping Wealth Holders uncover what matters most to them and why and Driving Results!
The Legacy Companies, Llc
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Chief Executive OfficerThe Legacy Companies, Llc Aug 2006 - PresentMarshfield, Massachusetts, UsLegacy is the market leader in improving financial advisor performance and enabling career growth through proven planning methods, high-impact interactive and experiential training for all career levels, coaching, accessible rich content, and data-driven technology accelerators.
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Managing PartnerThe Legacy Companies, Llc Jun 1996 - Jul 2006Marshfield, Massachusetts, Us
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Partner - Canadian MarketMerchant Dec 2023 - PresentNew York, New York, UsMerchant is a private partnership that provides growth capital, management resources, strategic opportunities, and direction to independent financial services companies, particularly those focused on wealth and asset management.Through capital alignment, Merchant is a non-controlling and collaborative growth partner to firms that seek to scale their businesses effectively and create value for their clients by combining personalized and localized service with institutional backing and global access.By establishing and optimizing business infrastructure, providing access to organic and inorganic growth opportunities, designing and accessing bespoke investment solutions and providing collaborative capital solutions to address a variety of business needs, Merchant unlocks greater value and entrepreneurial opportunity. -
Wealth AdvisorLegacy Advisory Associates, Inc. Jun 1992 - Oct 2006Legacy Advisory Associates was a 3rd Generation Wealth Advisory Business with a focus of providing resluts to our clients in the areas of financial management, estate planning, charitable planning and business succession planning. I began working in the family business during summers and breaks prior to graduating from the University of Massachusetts-Dartmouth.
Todd Fithian Skills
Todd Fithian Education Details
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University Of Massachusetts DartmouthMarketing -
Curry CollegeFinance
Frequently Asked Questions about Todd Fithian
What company does Todd Fithian work for?
Todd Fithian works for The Legacy Companies, Llc
What is Todd Fithian's role at the current company?
Todd Fithian's current role is Author, speaker, coach, minority interest Investor, fin-techer, and industry thought leader in the financial services industry, focusing on business performance, growth, and the delivery of humanized advice!.
What is Todd Fithian's email address?
Todd Fithian's email address is to****@****ton.com
What is Todd Fithian's direct phone number?
Todd Fithian's direct phone number is +178174*****
What schools did Todd Fithian attend?
Todd Fithian attended University Of Massachusetts Dartmouth, Curry College.
What are some of Todd Fithian's interests?
Todd Fithian has interest in Coaching My 2 Boys In Hockey, Playing Hockey And Golf, Reading A Good Business Book, Sitting On The Beach.
What skills is Todd Fithian known for?
Todd Fithian has skills like Strategy, Business Development, Financial Advisory, Financial Planning, Financial Services, Coaching, Wealth Management, Management, Estate Planning, Retirement Planning, Strategic Partnerships, Training.
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