Financial Advisors Want To Know Podcast
Welcome to the Financial Advisors Want to Know Podcast Hosted by Catherine Tindall, CPA.
Each short episode is a targeted topic for advisors looking to scale intelligently, save taxes, and build their practice to 7-8 figures the right way the first time. Join Catherine and the experts she brings on as you grow and scale your practice.
Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9
Visit us at DominionEs.com
Connect with Catherine on LinkedIn - https://www.linkedin.com/in/ctindallcpa/
Connect with Catherine on Twitter - https://x.com/CTindallCPA
Podcasting since 2024 • 92 episodes
Financial Advisors Want To Know Podcast
Latest Episodes
Ep 92: 2025 Autumn Tax Planning for Advisors
👉 Autumn Tax Planning for Financial AdvisorsThis is my specialty, and in this session I walk you through the exact cadence, tools, and decision-making framework I use when planning for advisory firms.Because let’s be honest:Tax ...
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Ep 91: Budgeting, Forecasting & Capacity for RIAs
Financial Advisors Want to Know: Budgeting, Forecasting & Capacity for RIAs – Ep. 91Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navig...
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24:47
Ep 90: Why Succession Is the Ultimate Fiduciary Act
Financial Advisors Want to Know: Why Succession Is the Ultimate Fiduciary Act - Ep. 90 Tyson RayWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advis...
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