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.
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Financial Advisors Want To Know Podcast
Latest Episodes
Ep 113: How to Build a Team That Grows With Your Firm
Financial Advisors Want to Know Podcast: How to Build a Team That Grows With Your Firm | Ep. 113 Jill BarnettIn this episode of Financial Advisors Want to Know, we sit down with Jill Barnett, founder and principal of Valley Consulting P...
The Decisions That Drive Advisory Firm Growth with Angie Herbers
Financial Advisors Want to Know: The Decisions That Drive Advisory Firm Growth | Ep. 112 Angie HerbersWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall, a CPA with Dominion where our focus is helping financia...
Ep 111: What Happens When an Advisor Leaves?
Financial Advisors Want to Know: What Happens When an Advisor Leaves? | Ep. 111 Andrew ShedlockWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall, a CPA with Dominion where our focus is helping financial adviso...