85 min listen
Ep 230: Showing Financial Planning Value As An AUM Advisor By Focusing The Conversation with Dan Moisand
Ep 230: Showing Financial Planning Value As An AUM Advisor By Focusing The Conversation with Dan Moisand
ratings:
Length:
90 minutes
Released:
May 25, 2021
Format:
Podcast episode
Description
Dan Moisand is the Principal of Moisand Fitzgerald Tamayo, a fee-only RIA based out of Melbourne, Florida, that manages over $800-million in assets for 650 clients. Dan is a pro at communicating the value of financial planning to clients in a clear and compelling way, and is a perfect example of how focusing on planning issues with clients emphasizes the role as financial planner, regardless of how advisory fees are structured. Listen in as Dan shares his thoughts on the AUM model, advisor fees, and why many of the concerns among advisors for both are overblown or erroneous. We also discuss how the financial planning industry has changed over the 30 years of Dan’s career, and why the one thing that has not changed is still the most important part of the client relationship. For show notes and more visit: https://www.kitces.com/230
Released:
May 25, 2021
Format:
Podcast episode
Titles in the series (100)
Ep 008: Maximizing The Valuation Of A Financial Advisor’s Book, Practice, Or Business, with David Grau: David Grau Sr. is an author, former securities attorney, and a founder and president of FP Transitions. Since 1998, FP Transitions has had the goal of matching sellers and buyers of financial practices - specifically, financial advisors hoping to sell the by Financial Advisor Success