The Right Side of the Table: Where Do You Sit in the Minds of the Affluent?

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Legacy Companies, Sep 8, 2007 - 130 pages
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This book was written to help advisers in a variety of business life cycles make an intentional choice about their next decades of their careers. The title introduces a metaphor surrounding the proverbial conference room table. It suggests that as wealth increases in our society, wealth holders are demanding a different model for assembling their team of professional advisers. Team members will take specific seats at the table, next to or across from the wealth holder, based on the role they are best suited to play. As more and more advisers adopt authenticity in their selection, wealth holders will become savvier to those trying to disguise their underlying relationship goals. Advisers must be clear about where they're meant to sit and why.

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About the author (2007)

Scott Fithian was widely recognized as a pioneer in the financial services industry. He spent his career developing tools, systems, and strategies designed to put the clients' mission and values at the center of the planning process. His work made him a sought after author, public speaker, and trainer in the profession. His brilliant career was cut short in September 2006 after an 18-month battle with cancer, but his legacy lives on. ?

Todd Fithian is cofounder and CEO of the Legacy Companies, and a frequent speaker on the subjects of client discovery and sustainability. He has consulted with business owners, corporations, and families in the U.S., Canada, and Australia.

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