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Ep 42: How to Implement Financial Planning Before a Product Recommendation
Ep 42: How to Implement Financial Planning Before a Product Recommendation
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.In this episode, I’m joined by Broc Buckles, Co-founder and Chief Relationship Officer of BC Brokerage. His firm specializes in supporting fee-only financial advisors with insurance solutions that prioritize planning before product implementation.
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Episode 42: How to Implement Financial Planning Before a Product Recommendation
Ep. 42 | Guest: Broc Buckles
Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.
In this episode, I’m joined by Broc Buckles, Co-founder and Chief Relationship Officer of BC Brokerage. His firm specializes in supporting fee-only financial advisors with insurance solutions that prioritize planning before product implementation.
Key Topics Discussed:
✅ Why needs-based financial planning should come before product recommendations
🤝 How fee-only advisors can build stronger partnerships with insurance providers
🛡 The role of insurance in financial planning—focusing on disability, life, and long-term care protection
Connect with Broc
🔗 LinkedIn
🎙 Only Fee-Only Podcast (Apple)
🎙 Only Fee-Only Podcast (Spotify)
Connect with Catherine
🔗 LinkedIn
📧 admin@dominiones.com
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🌐 Visit Us: DominionES.com
