FAST Podcast - Financial Advisor Strategy Talks

FAST Podcast - Financial Advisor Strategy Talks

Building a Better Client Experience for Women Investors with Todd Fithian (Ep. 7)

January 11, 2023

Women are accumulating more and more wealth at a faster pace than ever before. Despite this, a recent study shows that women are still vastly underserved in the financial community.

In this episode of the FAST podcast, our featured guest is Todd Fithian, Co-Founder, and CEO of The Legacy Companies, a revolutionary training and coaching organization focused on advisor growth. Todd discusses the psychology and strategies of client relationship growth, specifically with women investors, and how advisors can grow their business by leveraging the changing marketplace. Todd shares how advisors can effectively engage with women clientele, remove gender stereotypes, and empower women to invest more confidently.

Todd and Lara discuss:

  • The impact women are making on the financial landscape 
  • What advisors can do to create a more supportive environment for women
  • Why focusing on women clientele is essential to your business
  • And more!


Connect with Lara Galloway: 

Connect with Todd: 

About Todd: 

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 to form The Legacy Companies, an industry-leading training and coaching organization focused on advisor growth.

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.