We face a lot of uncertainties, but one thing is for sure: Clients go with the one they trust the most. Too often advisors mistake good chemistry for deeply rooted trust. They're wrong; trust is something different. It’s a skill you must respect, analyze and hone. We can help you sharpen your ability to earn your clients’ trust, gain their confidence, so you can take your place at the right side of the table.
Trust
Clarity
Competence
Management
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about how our Discovery
Institute can help you.
Dedicated to your success
The insights of our co-founders, Scott and Todd Fithian, fundamentally changed the way thousands of successful advisors approached their businesses over the years. Long before their time, Scott and Todd anticipated that clients' mindsets were bound for change. They knew clients would eventually steer away from the “product-pushing” guys across the table and turn to the trusted advisors by their sides.* Their wisdom helped us create programs that launched advisors' careers. Today we continue to develop forward-looking strategies, tools and systems to keep advisors ahead of the curve. We’ve been in the trenches. We know the factors that build value (and erode it). And we know how to step back and look critically at the complex issues facing our industry.
Our Faculty
Most importantly, we don’t claim success on our own. Proudly we’ve assembled a notable faculty that lets us tap into some of the best minds in the industry. Comprised of experts and PhDs in a range of disciplines from Sociology, Psychology, Marketing and Sales to Financial Planning, our faculty regularly shares their experiences and insights in order to help us generate dynamic new ideas that drive our industry forward. Many of our experts are consistently asked to contribute to leading industry publications, speak at some of the country’s most prestigious universities and consult to some of the largest financial firms in the world. Our faculty keeps us grounded and current, so that together we may continue to enrich the careers of professionals across the industry.