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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Todd Fithian, Chief Executive Officer
Todd is the point-person where vision meets action. As Chief Executive Officer of The Legacy Companies, Todd is the driving force behind Legacy's visionary concepts and strategies, as well as a recognized leader and an industry advocate for professional advancement. Following in the footsteps of three generations, Todd (along with his late brother Scott Fithian) knew at an early age their calling was not only to work in the industry, but to work to improve it as well. As Todd often says, “When you start at a different place, your path is forever changed and the results you achieve can last a lifetime.”
An entrepreneur at heart, Todd formed his own financial advisory firm in Boston soon after graduating from The University of Massachusetts. In 1996, he joined forces with his brother Scott to form The Legacy Companies, a consulting company for advisors. As co-developer of The Discovery Process® and The Legacy Wealth Optimization System®, Todd has helped advance the careers of hundreds of advisors, business owners, corporations and families in the US, Canada and Australia.
Today Todd continues to support ambitious advisors and is a sought-after speaker on the subject of Client Discovery and Sustainability. He and his wife Debbie have three young sons and a daughter. When he’s away from his work, Todd is often found in a hockey rink with his boys.
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