RTD’s Durso On A Personalized Approach To Client Discovery

Richard J. Durso, Director of Financial Planning, RTD Financial Advisors met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s goal focused approach.

RTD Financial, based in Philadelphia, has a thirty-year track record in the financial planning business. The $1.2 billion firm offers a range of wealth services along with a 401k division. As director of financial planning, Durso primarily serves HNW individuals and families.

“Our approach to discovery, is one of the things that set us apart,” says Durso. Rather than focusing solely on gathering financial data, RTD dedicates time to really getting to know their client’s past, fears, and “what a fulfilling life means to them.”

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