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Todd Fithian
Todd Fithian
in Annual Meeting; Global ConferenceOct 7, 2020

Evolutionary advisor: From generalist to niche

The most successful advisors in this business have two common traits. First, they have a very high level of activity. Second, they build quality relationships. Fithian provides the clarity you need to define your niche market and engage with those clients in a way that creates powerful relationships. Trying to serve everyone in a generalist way has diminishing returns while defining the right niche and building the business to serve them has endless possibilities.
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Author(s):

Todd Fithian

Todd Fithian