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
Episodes
92 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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57:41
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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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21:55
Ep 89: The Secret to Scaling Without Burning Out
Financial Advisors Want to Know: The Secret to Scaling Without Burning OutWelcome 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...
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25:32
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Ep 88: How to Plan Events That Actually Work
Financial Advisors Want to Know: How to Plan Events That Actually Work - Ep. 88Want to make every client event count? In this video, we share actionable strategies that financial advisors want to know to plan events that deepen relation...
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31:55
Ep 87: How to Build Trust Quickly with Prospects and Clients
Financial Advisors Want to Know: How to Build Trust Quickly with Prospects and Clients - Ep. 87Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisor...
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22:39
Ep 86: Simplifying Health Insurance for Your Practice and Clients
Financial Advisors Want to Know: Simplifying Health Insurance for Your Practice and Clients - Ep. 86Welcome 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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22:33
Ep 85: Key Compliance Missteps and How to Avoid Them
Financial Advisors Want to Know: Key Compliance Missteps and How to Avoid Them Ep. 85 Kent KeisterWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial adv...
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26:32
Ep 84: How to Serve More Clients Without Sacrificing Quality or Time
Financial Advisors Want to Know: How to Serve More Clients Without Sacrificing Quality or Time - Ep. 84 Stephanie BoganWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is ...
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41:43
Ep 83: Key Insights on Buy-Sell Agreements and Succession Planning
Financial Advisors Want to Know: Key Insights on Buy-Sell Agreements and Succession Planning Ep. 83 Paul Hood, Jr. Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is...
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23:25
Ep 82: How Video Can Build Your Brand and Attract Clients
Financial Advisors Want to Know: How Video Can Build Your Brand and Attract Clients - Ep. 82 Laura Garfield Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping fin...
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21:52
Ep 81: Is Going RIA the Right Move for You?
Financial Advisors Want to Know: Is Going RIA the Right Move for You? Ep. 81: Shelby NichollWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors ...
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22:20
Ep 80: How to Scale Your Team for Growth in Wealth Management
Financial Advisors Want to Know: How to Scale Your Team for Growth in Wealth Management - Ep. 80 Michael ConnaughtonWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is hel...
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24:01
Ep 18: The Misconceptions About Adoption & Foster Care for Financial Advisors
Financial Advisors Want to Know: The Misconceptions About Adoption & Foster Care for Financial Advisors: Ep #18 Hannah ProvostHello, everyone, and welcome to the Financial Advisors Want to Know podcast. My name is Catherine Tindall....
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17:03
Ep 79: What It Really Takes to Go Independent as an Advisor
Financial Advisors Want to Know: What It Really Takes to Go Independent as an Advisor - Ep. 79 Carolyn ArmitageWelcome 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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27:08
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
Ep 73: The Top 5 Metrics Every Advisor Needs to Measure
Financial Advisors Want to Know: The Top 5 Metrics Every Advisor Needs to Measure - Ep 73 Erica PaulyWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial ...
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35:51
Ep 72: How to Prioritize Growth Efforts For Your Firm
Financial Advisors Want to Know: How to Prioritize Growth Efforts For Your Firm - Ep. 72 Kristin HaradWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial...
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33:23
Ep 71: How to Build a Scalable, Strategic Business with a Turnkey System
Financial Advisors Want to Know: How to Build a Scalable, Strategic Business with a Turnkey System - Ep. 71 Jason MirabellaWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus...
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35:53
Ep 70: Strategies For Moving Past Comfort Zones and Achieving Growth
Financial Advisors Want to Know: Strategies For Moving Past Comfort Zones and Achieving Growth - Ep. 70 Duncan MacPhersonWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus i...
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45:12
Ep 69: How AI Is Streamlining Operations and Saving Time
Financial Advisors Want to Know: How AI Is Streamlining Operations and Saving Time - Ep. 69 Mark HeynenWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financia...
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26:58
