Todd Fithian has nearly three decades of experience in the financial services industry. Following in the footsteps of three generations, Todd knew at an early age his calling was not only to work in the industry as an advisor, but to work to improve it as well. A lifelong entrepreneur, Todd formed his own wealth advisory firm in Boston soon after graduating from college. In 1996, he joined forces with his late brother Scott as Co-Founder of their next venture, The Legacy Companies, an industry leading training and coaching organization focused on advisor growth. In 2006, following the loss of his brother and mentor due to cancer, he was left at the helm of their joint venture, when he decided to pursue his passion for evolving the financial services industry and sold the advisory business.
Today, as the CEO of Legacy, Todd provides the vision and leadership for his team. Under his direction, Legacy has revolutionized how advisors engage and serve their clients using Legacy’s trademarked approach that allows advisors to discover what matters most to clients and why it’s important, before jumping into how to solve it. Fithian calls these Above the Horizon™ Conversations and has trained and coached thousands of financial advisors across the United States and Canada in deploying these approaches to drive measurable growth.
In 2007, Fithian co-authored his first book The Right Side of the Table: Where do you sit in the minds of the Affluent (update release date June 2022). In 2011, he wrote The Future of You: Providing Clarity Where Life Intersects Wealth, in collaboration with 19 members of his Advisor Growth Network. His work has been published in numerous trade magazines over the years including The Wall Street Journal and USA Today. Todd is nationally recognized for his contributions to the industry and is a frequent speaker at industry conferences and private events throughout North America.