How to Keep Evolving the Value You Deliver to Clients with Dan Moisand

Between Now and Success · Jan 14, 2019 · 1h 5m

Today's guest is Dan Moisand. Dan is a Principal and Financial Advisor at Moisand Fitzgerald Tamayo. He's also a past national president of the Financial Planning Association and has been featured as one of America's top financial planners by at least 10 financial planning publications. Dan's perspective on how the industry has changed during his long career led our conversation to some strong insights on steps advisors can take to improve their value in 2019 and beyond.

"I've done a little bit of just about everything that you can imagine," Dan Moisand told me as he reflected on his 30 years…