Family, Meet Dad's Advisor

Join Everplans and Todd Fithian for a webinar exploring how Financial Advisors can connect to their clients' families and forge relationships with the next generation of clients.

By shifting focus to a relationship-based model rather than a product-based model, Advisors can gain a better understanding of their clients and create bonds with clients that last for generations.


Key Takeaways

  • Why it's important to create meaningful relationships with both spouses.
  • How to start conversations about legacy planning.
  • A generational wealth system to help engage with clients.

Watch the Webinar

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About the Speaker

Bob Mauterstock

Todd Fithian
Founder of Legacy Companies

Todd understands the challenges with change and the challenges that can flow from a transition from a product-driven model to a relationship-driven model. He has consulted and trained literally thousands of independent advisors, several large financial institutions, and families in the United States, Canada, UK and Australia in making this transition.

Today, as the Managing Partner of Legacy, Todd is a recognized leader and an industry advocate for professional advancement. In 2007 Fithian co-authored The Right Side of the Table: Where do you sit in the minds of the Affluent and recently published a 2nd book, The Future of You, in collaboration with 19 wealth advisors he has trained. Nationally recognized for his contributions to the industry, Todd is a frequent speaker at industry conferences throughout North America. Todd currently serves as a board member of the American Colleges, Chartered Advisor in Philanthropy (CAP) and the International Association of Advisors in Philanthropy.

Connect with your next generation of clients

Everplans is the leading tool helping Advisors increase retention across generations, establish new relationships, and strengthen existing ones.

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What is Everplans?

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