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:

1. How to leverage the power of real financial planning to grow a business.

2. The importance of networking and connecting with other financial planners.

3. The value of taking the time to explain financial concepts to clients in a way

that they understand.

Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

Dan Moisand: Leveraging the Power of Real Financial Planning to Grow a Business 28:51 Share

Framework with Ana Trujillo Limón

Shownotes Transcript

Dan Moisand: Leveraging the Power of Real Financial Planning to Grow a Business