Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner,

speaker and consultant Michael Kitsis to hear stories of how leading financial advisors

navigated the inevitable challenges that arise on the path to success and get insight

from leading industry consultants about how to break through to the next

level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 230th episode of the Financial Advisor Success Podcast. My guest on today's podcast is

Dan Moise. Dan is the principal of Moisean Fitzgerald Tamayo,

a fee-only RIA headquartered in Melbourne, Florida that manages over 800 million in assets for 650 clients.

What's unique about Dan, though, is his ability to communicate the value and power of financial applying to clients in a straightforward and compelling manner,

illustrating the process that if an advisor really focuses their communication on the planning

issues at every meeting, then their clients will view them as a planner, regardless of how

their advisory fees are structured.

In this episode, we talk in depth about why Dan feels that there's nothing wrong with offering

the average advisory firm services

for the average advisory fee and why their firm doesn't discount. Why Dan sees the concerns

about fee compression is overblown and that the AUM model remains a perfectly viable method

of charging clients. And why the trajectory of financial planning itself shouldn't be engaged

on the outlook of technology forces

trying to simplify the advisor value proposition, but rather on the direction of complexity of the

typical consumer's financial life, which isn't getting any simpler these days, and it's just

driving even more of them to seek financial advice. We also talk about Dan's views on why it's the relationships that advisors

forge with their clients that ultimately matter most and why technology may be an invaluable

...