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
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Podcasting since 2024 • 99 episodes
Financial Advisors Want To Know Podcast
Latest Episodes
Ep 99: How to Prepare for an SEC Exam
Financial Advisors Want to Know Podcast: How to Prepare for an SEC Exam | Ep. 99 Chris StanleyWelcome 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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35:42
Ep 98: Building the Right Legal Foundation for Your RIA
Financial Advisors Want to Know Podcast: Building the Right Legal Foundation for Your RIA | Ep. 98 Richard ChenWelcome 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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28:46
Ep 97: The RIA Lifecycle: From Launch to Growth to Exit
Financial Advisors Want to Know: The RIA Lifecycle: From Launch to Growth to Exit | Ep 97. Patrick BurnsWelcome 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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51:37
Ep 96: Why Profitability Problems Aren’t Productivity Problems
Financial Advisors Want to Know: Why Profitability Problems Aren’t Productivity Problems | Ep 96 Stephanie BoganWelcome 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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36:39
Ep 95: Navigating Consolidation, RIAs, and Advisor Control
Financial Advisors Want to Know: Navigating Consolidation, RIAs, and Advisor Control Ep. 95 Shelby NichollWelcome 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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30:34