Ep #195: Getting Involved in the Foundation for Financial Planning - The Career of Dan Moisand

Published: March 13, 2019, noon

b'

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:\\xa0http://www.xyplanningnetwork.com/195

'