Podcast: Financial Advisor Success (LS 56 · TOP 0.5% what is this?)
Episode: Ep 230: Showing Financial Planning Value As An AUM Advisor By Focusing The Conversation with Dan Moisand
Pub date: 2021-05-25

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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

The podcast and artwork embedded on this page are from Michael Kitces, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Ep 230: Showing Financial Planning Value As An AUM Advisor By Focusing The Conversation with Dan Moisand 01:29:50 Share

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Ep 230: Showing Financial Planning Value As An AUM Advisor By Focusing The Conversation with Dan Moisand