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The quality of the advice you provide your clients has never been more important than now, when the focus on consumer behavior is at the forefront. In this session, Fithian details how making minor tweaks and modifications to your own behavior greatly impacts the advice you give and creates an inviting environment for clients.

Did you ever imagine a time when traditional means of meeting prospects and clients and doing business in a face-to-face manner could be at risk? The reality is that day has come, and it’s here to stay. Todd Fithian examines three ways to use lessons learned from the pandemic to draw leverage to a very bright future.

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.

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.

Did you ever imagine a time when traditional means of meeting prospects and clients and doing business in a face-to-face manner could be at risk? The reality is that day has come, and it’s here to stay. Todd Fithian examines three ways to use lessons learned from the pandemic to draw leverage to a very bright future.

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.

Why there's more to the Al Granum’s One Card System than just activity, and how you can increase production while slowing down the frantic pace.