Investment Masterminds

– Episode 15  –

“Becoming The High Net Worth Client Player-Coach”

Guest: Todd Fithian, CEO of The Legacy Companies, and Co-Author of “The Right Side of the Table”

The most sought-after clients do not work with one team member. They tend to have an entourage of relationships involved in their decision-making process.

Learn from Todd Fithian, CEO of The Legacy Companies, and Co-Author of “The Right Side of the Table” as he unpacks ideas to access client/prospect teams and become the ultimate player-coach!

Key Takeaways:

1)Expand Your Business Multiple by entering the client sphere of trust

2) Develop deeper relationships with centers of influence

3) Create your own business legacy through succession planning 

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