August 2021 | Becoming Referable

Todd Fithian on the Difference Between Advice and Planning

Todd Fithian is a founder of the Legacy Companies, a firm that offers training, consulting, and coaching for advisors. In his role as managing partner, Todd provides the vision and leadership for his team. Our conversation includes: The impact of the global pandemic on [...]

By Julie Littlechild|2022-01-03T17:12:49+00:00August 26th, 2021|Categories: Podcast|Tags: Advice, Becoming Referable, Legacy Advice Model, Planning, Todd Fithian|0 Comments

Melissa Intezar on Strengthening Relationships with COIs

In her role as Vice President and Manager of Enterprise Consulting at AssetMark, Melissa Intezar helps financial advisors grow and evolve. Her primary responsibility is managing the design and delivery of consulting content to producer groups, hybrid firms, and ensemble RIAs. She also runs [...]

By Julie Littlechild|2022-01-03T17:12:51+00:00August 12th, 2021|Categories: Podcast|Tags: Becoming Referable, centers of influence, Melissa Intezar, referrals|0 Comments