We face a lot of uncertainties, but one thing is for sure: Clients go with the one they trust the most. Too often advisors mistake good chemistry for deeply rooted trust. They're wrong; trust is something different. It’s a skill you must respect, analyze and hone. We can help you sharpen your ability to earn your clients’ trust, gain their confidence, so you can take your place at the right side of the table.
Trust
Clarity
Competence
Management
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Carry on Scott's legacy
The Scott C. Fithian Foundation carries on the legacy of our co-founder through educational programs, research, events and grants. As a young advisor Scott challenged conventional philosophy, always believing there was a better way. In 1996 Scott launched The Legacy Companies and delved full-time into developing our client-centered approach. In 2000 he published his acclaimed book, Value-Based Planning, a must-read for advisors striving to build more meaningful client relationships. In 2004 Scott impressed Hollywood when he became the Executive Producer of The Ultimate Gift, a star-studded film about the special relationship between an advisor and his client.
Scott’s brilliant career was shortened in September 2006 after a courageous 18-month battle with cancer. His legacy, however, is more than programs, books and movies. Scott left us a life lesson. He understood it's not how much we accumulate; what matters is how much we accomplish, how well we live, how many lives we touch. That is our goal.
