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 • 101 episodes
Financial Advisors Want To Know Podcast
Latest Episodes
Ep 100 (Part 2): Maximize Your Value: The Accounting & Tax Foundation of Business and Succession Planning
Maximize Your Value: The Accounting & Tax Foundation of Business and Succession Planning | Financial Advisors Want to Know Podcast with Catherine Tindall👉 Access PPT slides here: https://www.dropbox.com/scl/fi/v82ojsq2oim0h...
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24:09
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Ep 100: Maximize Your Value: The Accounting & Tax Foundation of Business and Succession Planning
Maximize Your Value: The Accounting & Tax Foundation of Business and Succession Planning | Financial Advisors Want to Know Podcast with Catherine Tindall👉 Access PPT slides here: https://www.dropbox.com/scl/fi/v82ojsq2oim0hosqujwgl/...
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56:58
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
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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
