In this episode of the Framework podcast, Dan Moisand, incoming Chair of CFP
Board and past President of FPA, shares his journey of discovering the power of
financial planning and how his passion for helping others has enabled him to
build a successful practice on the Space Coast.
"It is a cliché because it's true: people don't know how much you care until
they know you care."
Dan spoke with Ana and Jamie about his journey into the profession and his
experience with FPA. He shared how he stumbled across a financial plan and
eventually affiliated with LPL. Dan's appreciation for FPA grew as he networked
and realized the diversity of other financial planners. He also shared the
importance of providing the best service to clients and leveraging the skills of
other talented people. Dan's journey to success in the profession and business
has been a slow, yet exponential growth.
Key takeaways you’ll get from listening to this episode:
How to leverage the power of real financial planning to grow a business.
The importance of networking and connecting with other financial planners.
The value of taking the time to explain financial concepts to clients in a way
that they understand.
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