Ep 42: How to Implement Financial Planning Before a Product Recommendation

Financial Advisors Want to Know: How to Implement Financial Planning Before a Product Recommendation - Ep. 42 Broc Buckles

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.

Broc Buckles is the Co-founder and Chief Relationship Officer of BC Brokerage, a firm dedicated to supporting fee-only advisors with insurance solutions nationwide. BC Brokerage prioritizes straightforward planning before product implementation and works closely with the fee-only financial planning community to offer tailored, practical solutions for clients.

Topics discussed:
1. The importance of straightforward, needs-based financial planning before any product implementation.

2. Building an effective partnership with the fee-only financial planning community to create seamless solutions for clients.

3. The role of insurance in enhancing long-term financial plans, focusing on disability, life, and long-term care protection.

Connect with Broc:
https://www.linkedin.com/in/brocbuckles
https://podcasts.apple.com/us/podcast/only-fee-only/id1614506411
https://open.spotify.com/show/2fbHQMpOdpfarYMDUHZuxv

Connect with Catherine:
 https://www.linkedin.com/in/ctindallcpa/

Contact Catherine's Team:
admin@dominiones.com

Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you

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