Planning From The Inside Out




Click here for the Presentaion Slides


Complimentary Webcast Presentation


February 19, 2015
2:00-3:00 pm EST

Sponsored by




Russ Alan Prince

Roy Diliberto, CFP®
RTD Financial Advisors, Inc.



Based on his book that Nick Murray describes as “the one genuine ‘book of the year’ for advisors,” Roy Diliberto will walk you through the discovery process he and his partners use to help clients address issues and reconcile conflicts they may have sought to avoid. Using integrity and empathy, this process helps clients make the truly important decisions in their lives. In doing so, it enables advisors to increase client acquisition and retention.


This event is being conducted by Financial Advisor. RTD Financial Advisors, Financial Advisor, and LPL Financial are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered.




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