Todd Fithian, Legacy Companies

The Difference Between Advice and Planning – Todd Fithian on the Becoming Referable podcast

Do you want to differentiate yourself by providing world-class advice?

What are the skills needed to deliver the value your clients want?

On this week’s episode we speak with Todd Fithian, founder of Legacy Companies, a firm that offers training, consulting, and coaching for advisors. Our focus is on understanding how advisors can go beyond planning to deliver world-class advice.

Our conversation includes:

  • The impact of the global pandemic on advisors
  • How advisors can communicate their differentiators

Todd explains the stages of Legacy Advice Model and how advisors can better understand clients’ needs by being empathetic and truly listening to what they want. We discuss the challenges of talking with clients to deeply uncover needs and how crucial it is to look back at your processes to ensure that you’re guiding clients through what they want, instead of just leading them to your solutions.

It is a powerful conversation that will help you understand how creating an empathetic client experience can help you become more referable.

Click here to listen; we welcome your feedback, as always.

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