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
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Episodes
77 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
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
Ep 68: How to Build a Culture of Compliance in Your Practice
Financial Advisors Want to Know: How to Build a Culture of Compliance in Your Practice - Ep 68 Emil AliWelcome 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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31:28
Ep 67: Deal Structures that Work for Successful Practice Transitions
Financial Advisors Want to Know: Deal Structures that Work for Successful Practice Transitions - Ep 67 John TurnerWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helpi...
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30:53
Ep 66: How Prioritizing Health Can Boost Your Practice's Success
Financial Advisors Want to Know: How Prioritizing Health Can Boost Your Practice's Success - Ep. 66Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial ad...
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20:44
Ep 65: How to Build a Future Proof Practice as a Financial Advisor
Financial Advisors Want to Know: How to Build a Future Proof Practice as a Financial Advisor - RIAsWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial ad...
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25:43
Ep 64: How to Master Testimonials in The Modern Age
Financial Advisors Want to Know: How to Master Testimonials in The Modern Age - Ep. 64 Welcome 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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22:23
Ep 63: How to Evaluate and Optimize WealthTech Stacks for RIAs
Financial Advisors Want to Know: How to Evaluate and Optimize WealthTech Stacks for RIAs - Ep 63 James CantwellWelcome 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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32:37
Ep 62: How an Outsider's Perspective Can Transform Your Firm's Growth
Financial Advisors Want to Know: How an Outsider's Perspective Can Transform Your Firm's Growth - Ep 62 John YanchekWelcome 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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27:21
Ep 61: How to Reclaim Your Time and Boost Your Bottom Line
Financial Advisors Want to Know: How to Reclaim Your Time and Boost Your Bottom Line - Ep. 61 Matthew JarvisWelcome 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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31:59
Ep 60: How AI Can Streamline Client Meetings and Compliance
Financial Advisors Want to Know: How AI Can Streamline Client Meetings and Compliance - Ep. 60 Parker EnceWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping finan...
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20:13
Ep 59: How to Prospect Without Fear of Failure
Financial Advisors Want to Know: How to Prospect Without Fear of Failure - Ep 59 Chad HuffordWelcome 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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22:07
Ep 58: How Emotions Shape Decisions in Wealth Management
Financial Advisors Want to Know: How Emotions Shape Decisions in Wealth Management - Ep 58Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors na...
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26:21
Ep 57: The Power of Invisible Scripts
Financial Advisors Want to Know: The Power of Invisible Scripts - Ep. 57, Dr. Donald MoineWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors na...
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34:40
Ep 56: The "Ins and Outs" of Annual EOS Planning
Financial Advisors Want to Know: The "Ins and Outs" of Annual EOS Planning - Ep 56 Scott RusnakWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial adviso...
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21:15
Ep 55: Behavioral Finance and the Psychology of Wealth
Financial Advisors Want to Know: Behavioral Finance and the Psychology of Wealth - Ep. 55 Daniel Crosby, Ph.D.Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping f...
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19:51
Ep 54: What to Look for When Reviewing Life Insurance Policies
Financial Advisors Want to Know: What to Look for When Reviewing Life Insurance Policies - Ep. 54 Tony SteuerWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping fi...
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18:52
