Investment Masterminds

– Episode 6  –

Optimize the Potential of 3rd Party Professionals 

Guest: Todd Fithian, author of The Right Side of the Table


Although we often hear of the reciprocal benefits of partnering with Centers of Influence (COI’s), it is rare to find financial advisors who are satisfied with this relationship.    


Lawyers, Accountants, Insurance brokers, and other industry professionals are often an elusive untapped resource.  Join Todd Fithian, author of The Right Side of the Table, in this enlightening workshop designed to empower you with the tools to drive the results you deserve!

Key Takeaways:


  • Identify COI Promoters vs Detractors
  • Develop and hone your value proposition as a Relationship Manager
  • Create exclusive partnerships with a small group of top professionals
  • Become the Investment Team Captain for high net worth prospects & clients

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