Rachel Moran, CFP® , Senior Financial Planner at RTD Financial, was listed as a “10 Young Advisors to Watch” in Financial Advisor Magazine. Recognized for her promise and accomplishments to date, Rachel was prominently featured on the cover of the May issue.
The article highlighted Rachel’s commitment to, and personal interest in, her clients.
“Your relationship with clients becomes deeper when you’re engaging in financial life planning,” says Moran. “When you’re talking about money, you’re getting at the heart of their fears, values and what’s really important to them. You know so much about them, their experience becomes personal to you.”
Financial Advisor magazine is a nationally ranked magazine that delivers essential market information and strategies to 108,000 qualified independent financial advisors to help them succeed in thier practice.
Read the full article here.