The Legacy Companies

11/21/2024

News on our CEO, Todd Fithian

Merchant Expands into Canada with SPM Financial Partnership

11/21/2024

News about our CEO, Todd Fithian

Merchant Expands into Canada with SPM Financial Partnership

03/20/2024

Check out this article on Kitces from our CEO, Todd Fithian

How advisors can take a systematic approach to ask for client referrals, by first identifying those who would be receptive, and could be centers of influence.

01/10/2023

09/06/2022

Come join us in Boston for a day and a half live event that is focused on financial advisor growth. Click the link for all of the details:

Discover how leading financial advisors are maximizing client relationships and building stronger paths to multigenerational wealth program at this years big event. Learn more and register.

08/26/2021

Listen to Todd Fithian CEO and Co-Founder of The Legacy Companies in this Podcast with Julie Littlechild on the future of advice.

Todd Fithian is a founder of the Legacy Companies, a firm that offers training, consulting, and coaching for advisors. In his role as managing partner, Todd provides the vision and leadership for his team. Our conversation includes: The impact of the global pandemic on advisors The stages of the Leg...

06/09/2021

A recent podcast Legacy was featured in regarding engaging HNW clients.

Connecting financial professionals to industry specialists. Join us every three weeks to hear from industry specialists, motivational speakers and thought leaders.

03/09/2021

The Legacy Family is getting bigger and today I want to extend a special welcome to the newest member of our team, Michael Fithian. You might recognize the last name from someplace and you should, because Mike is the youngest son of my late brother and Founder of Legacy, Scott Fithian. Mike's focus at Legacy will be helping advisors become members of our Advisor Growth Network so they can achieve the kind of growth that's possible from their business. So if you want to grow or know friends or colleagues who have growth on their minds, please connect them with Michael.

Welcome Michael, it's great to have you here!

03/01/2021

As I mentioned in a previous post the real problem here is that clients don't value the plan, they value the advice. So looking to garner more value from the planning down the road or even worse on an ongoing basis is slim to none! Advisors need to be in a different kind of conversation at the onset and then ongoing to create the long last depth of value advisors are seeking. Don't get me wrong the math is important, but the true depth of value and relationship is for those advisors willing and able to get real with clients and assist them in getting clear on what it is that truly matters to them and what they really want to pursue or see happen. The interesting part is these types of engagements are not wealth-driven, yet each advisor needs to be clear on their niche or target that's in line with the business they want to build. If you want your deliverable to not only look but be different check out our Qualitate software, which by its name you can imagine is designed to capture and report on what the client wants and why regardless of the type of client or the level of wealth. The Planning Map shows the steps and timing of the actions that need to occur and captures a history of all the great work the advisor has delivered over the life of the relationship!

An often under-appreciated aspect of the financial planning process (and the resulting Plan that financial planning software packages produce) is…Read More

02/09/2021

“Even if you are on the right track, you’ll get run over if you just sit there.” – Will Rogers

02/02/2021

“What we fear of doing most is usually what we most need to do.” — Ralph Waldo Emerson

10/01/2020

Our advisor growth network is a growing community of financial advisors all pursuing growth in their business either related to personal growth, revenue growth, or client growth. Use the link below to learn how for $99/mo you can get on the path to achieve the growth you want for your business!

Legacy provides online training and coaching for financial advisors with the Legacy Advisor Growth Network.