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

by Todd Fithian

This book was written to help advisers in a variety of business life cycles make an intentional choice about the 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. Advisors must be clear about where they are meant to sit and why.

130 pages, Kindle Edition

First published June 18, 2012

Reviews

[Mark Matos · Rating 5 out of 5]

Really enjoyed this book. The planning horizon and discerning advisor roles really appeal to me. Helped to put words to the way I run my practice. Great book.

[Chasity Casey · Rating 3 out of 5]

Knowing where you are when you are helping people make their most important financial decisions is crucial. Being the person with your clients best interest and the person the listens instead of tells can make all the difference in where you sit at the table and how you help make the decisions at the table.

[STU STEINBERG · Rating 5 out of 5]

Awesome for any financial advisor to see where they sit in the minds of the affluent

[Laurie · Rating 5 out of 5]

An accessible, insightful introduction to the structures and expectations concerning philanthropy among high- and ultra-high net worth individuals. One learns what kind of professionals typically make up the team, and how one might fit in, either as a fundraiser or a Chartered Advisor in Philanthropy, whose expertise lies in asking questions of the the donor so that he/she may discover what is deeply meaningful to them, and how to translate that passion into action. This slim volume is remarkably deep and clear.

[Rob · Rating 3 out of 5]

An interesting book for those who work with people in a financial capacity (life insurance, estate planning, investments, financial planning, etc). I didn't feel there was a lot new in this for me, but I believe it is an accurate picture of where our clients will want us to be in the future.

[David Rubenstein · Rating 3 out of 5]

Generally good ideas, but rather simple and far too repetitious.