Investment Masterminds

– Episode 8  –

Advisory Practice of The Future

Guest: Todd Fithian, CEO at The Legacy Companies.

Todd Fithian, Author of The Right Side of the Table, discusses the Advisory Practice of the future.


Todd will share the following ideas & concepts to help you manage an elite Advisory Practice:

  • Become more targeted and deliberate in your Marketing.
  • Strengthen your advice-driven advisor client relationship. 
  • Create a personalized content experience through the use of technology.


The Advisor of the Future is already among us. The trends and behaviors that are emerging are beginning to coalesce, and those practices that embrace these key building blocks will be setting a foundation for a sustainable business for generations to come.


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