XYPN Radio / Retirees

March 13, 2019

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

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

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 …

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