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 • 77 episodes
Financial Advisors Want To Know Podcast
Latest Episodes
Ep 78: How to Conduct a Tech and Operations Audit for Your Firm
Financial Advisors Want to Know: How to Conduct a Tech and Operations Audit for Your Firm - Ep. 78 Verity LarsenWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping...
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26:04
Ep 77: How to Maximize the Work Opportunity Tax Credit for Your Clients
Financial Advisors Want to Know: How to Maximize the Work Opportunity Tax Credit (WOTC) for Your Clients - Ep. 77 Jeff NewcornWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our fo...
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20:59
Ep 76: The Key to Successful Succession Planning
Financial Advisors Want to Know: The Key to Successful Succession Planning - Ep 76 Brooklyn H. BrockWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial a...
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33:58
Ep 75: How to Build Trust With Female Clients
Financial Advisors Want to Know: How to Build Trust With Female Clients Ep. 75 Patricia LizarragaWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advi...
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22:32
Ep 74: How to Get Clients to Follow Through on Your Recommendations
Financial Advisors Want to Know: How to Get Clients to Follow Through on Your Recommendations - Episode 74, Kristen BermanWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus ...
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22:46
