Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

Because many people mistakenly believe their money is safer with big banks than with independent financial planners, it’s important to show clients the benefits of a more personal touch. Today’s guests had a vision for differentiating themselves from bank-owned financial advisory firms. They saw a conflict of interest in a profit-obsessed industry and set about creating a practice that would remove that conflict and center the client experience. Chris Rawles and Spencer Tilley are co-founders of RT Mosaic. Chris is a CFP, RFP and CIM and has 15 years of experience in the industry. In 2018, he was named a finalist for the "Multi-Service Advisor of the Year" award through Wealth Professional. Spencer, a CFP, RFP and CFA, has extensive experience in the areas of retirement analysis, tax minimization and corporate planning. Together, Chris and Spencer strive to provide their clients with an unbiased wealth management experience. Listen to the episode to hear how they show clients the benefits that ind