Richard J. Durso, CFP, AEP, MBA

Doer
DISC Type : sd

President, Chief Financial Officer at RTD Financial

Philadelphia, Pennsylvania, United States

Overview

Richard has no verified overview

Personality Overview

Fast-paced

Risk-Accepting

Long-term Focused

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Richard has no verified topics they care about

Media Appearances

Richard has no verified media appearances

Work History

1-2025
President, Chief Financial Officer at RTD Financial
4-2015 - 4-2015
2015 FPA Retreat Conference Speaker at Financial Planning Association (FPA)
12-2008
President/Senior Wealth Advisor/Chief Financial Officer/Shareholder at RTD Financial
Adjunct Professor at Temple University
Regional Financial Planner at Wachovia

Education

MBA from Saint Joseph's University
BS from Saint Joseph's University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Philadelphia, Pennsylvania, United States Job Level : Leadership Designation : President, Chief Financial Officer at RTD Financial
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Insights For Selling To Richard J.

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • During followups, use phone or text if needed, they should be fine
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Avoid putting conscious effort into relationship-building
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Richard J. is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Richard J.

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Richard J. move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Richard J. take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Richard J.

Personality Compatibility


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