Ep 19: The Benefits of Paraplanning

Episode 19: The Benefits of Paraplanning

Guest: Brandon Lovingier, ChFC®, MQFP® | Ep. 19

Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, partner at Dominion Enterprise Services, a firm specializing in tax advisory and accounting for financial advisors.

Today’s guest is Brandon Lovingier, also known as The Enlisted Money Guy™. An Army veteran with 18+ years of service, he has a passion for financial education, helping service members build wealth and avoid common financial missteps. After becoming debt-free, he earned his ChFC® in 2022 and is among the first MQFP® designation holders.

Brandon and I connected after a podcast where we discussed paraplanning—a key operational and tax-planning support tool for advisors.

Key Takeaways:

✅ What is Paraplanning? – The role and benefits of adding paraplanners to your firm.
✅ Tax Planning & Workflow Efficiency – How paraplanning streamlines client prep and tax strategies.
✅ Delegation & Scaling – How advisors can free up time while improving client experience.
✅ Brandon’s Journey – From military service to financial mentorship and paraplanning expertise.

💡 If you're looking to scale your practice, improve efficiency, or enhance client experience, paraplanning might be your next strategic move.

🔗 Connect with Brandon Lovingier:

• Enlisted Money
• Brandon on LinkedIn

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🌐 Learn more: www.DominionEs.com

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