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  • Evolutionary advisor: From generalist to niche

Oct 07 2020 / Annual Meeting, Global Conference

LISTEN 01:01:06

Evolutionary advisor: From generalist to niche

The most successful advisors in this business have two common traits. First, they have a very high level of activity. Second, they build quality relationships. Fithian provides the clarity you need to define your niche market and engage with those clients in a way that creates powerful relationships. Trying to serve everyone in a generalist way has diminishing returns while defining the right niche and building the business to serve them has endless possibilities.

By Todd Fithian

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Todd Fithian

Todd Fithian is a speaker, thought leader, published author and lifelong entrepreneur with three decades of experience in the financial services profession. He formed his own wealth advisory firm in Boston soon after graduating from college, and later co-founded The Legacy Companies, an industry-leading training and coaching organization focused on advisor growth. Fithian is known for his ability to help advisors create the most powerful relationships possible.

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