Show the value of financial planning as an AUM advisor focusing on conversation with Dan Moisand

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Show the value of financial planning as an AUM advisor focusing on conversation with Dan Moisand

Dan Moisand is a director of Moisand Fitzgerald Tamayo, the one paid RIA primarily based in Melbourne, Florida that manages over $ 800 million in belongings for 650 purchasers. Dan is an expert at speaking the worth of economic planning to purchasers in a transparent and compelling method, and is an ideal instance of how specializing in consumer planning points emphasizes the function of a monetary planner, regardless of how consulting charges are structured.

Hearken to how Dan shares his ideas on the AUM mannequin, the charges for the advisors, and why there are various considerations amongst counselors for each exaggerated or unsuitable. We additionally focus on how the monetary planning trade has modified in Dan’s 30-year profession and why one factor that hasn’t modified remains to be an important a part of the consumer relationship.

Efficiency notes and extra info may be discovered at: https://www.kitces.com/230

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