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 • 89 episodes
Financial Advisors Want To Know Podcast
Latest Episodes
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
