Ep #195: Getting Involved in the Foundation for Financial Planning - The Career of Dan Moisand
Mar 13, 2019•1 hr 5 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Today's episode is going to be a bit different. Dan Moisand has been in business for almost 20 years, so our conversation will focus on how he runs his firm and does so with a remarkably low turnover. Dan has worked in most environments, including commissioned insurance, broker-dealer, independent broker-dealer, fee-only RIA and more, and he's here to cover a wide range of important information that will be helpful for any planner.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/195
For the best experience, listen in Metacast app for iOS or Android
Open in Metacast