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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Connect with Catherine on Twitter - https://x.com/CTindallCPA
Episodes
60 episodes
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
Ep 53: How Executive Assistants Drive Growth and Efficiency
Financial Advisors Want to Know: How Executive Assistants Drive Growth and Efficiency - Ep. 53 Gina Cotner and Jennifer TracyWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our foc...
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24:35
Ep 52: How Small Growing RIAs Can Compete in Today's Environment
Financial Advisors Want to Know - Ep 52: How Small Growing RIAs Can Compete in Today's EnvironmentWelcome 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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19:27
Ep 51: How to Navigate SEC Marketing Rules and Avoid Violations
Financial Advisors Want to Know: How to Navigate SEC Marketing Rules and Avoid Violations - Ep 51 Brian ThorpWelcome 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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22:40
Ep 50: How to Leverage Health Savings Accounts (HSAs) for Long-Term Client Success
Financial Advisors Want to Know: How to Leverage Health Savings Accounts for Long-Term Client Success - Ep. 50Welcome 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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26:58
Ep 49: How to Elevate Your Client Experience with Systems, Workflows, & Tech
Financial Advisors Want to Know: How to Elevate Your Client Experience with Systems, Workflows, & Tech Ep. 49 - Kate GuillenWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our ...
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24:45
Ep 48: The Future of Client Acquisition for Millennial and Gen Z Clients
Financial Advisors Want to Know: The Future of Client Acquisition for Millennial and Gen Z ClientsWelcome 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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22:24
Ep 47: Introduction to Dominion Enterprise Services with Catherine Tindall, CPA
Financial Advisors Want to Know: Introduction to Dominion Enterprise Services with Catherine Tindall, CPAWelcome to the Financial Advisors Want to Know podcast. This is Catherine Tindall, CPA. We're doing a special episode today. As you...
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14:46
Ep 46: How Financial Advisors Can Attract Top Talent
Financial Advisors Want to Know: How Financial Advisors Can Attract Top Talent - Ep. 46 Jason DiamondWelcome 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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24:44
Ep 45: Should You Add Tax Services to Your Practice?
Financial Advisors Want to Know: Should You Add Tax Services to Your Practice? Ep. 45 Chelsea RustekWelcome 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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25:06
Ep 44: How Trust Services Can Grow Your Practice
Financial Advisors Want to Know: How Trust Services Can Grow Your Practice - Ep. 44 Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors nav...
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21:04
Ep 43: How to Create a Lifestyle Practice and a High Growth Practice
Financial Advisors Want to Know: How to Create a Lifestyle Practice and a High Growth PracticeWelcome 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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31:34
Ep 42: How to Implement Financial Planning Before a Product Recommendation
Financial Advisors Want to Know: How to Implement Financial Planning Before a Product Recommendation - Ep. 42 Broc BucklesWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus ...
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17:34
Ep 41: The Power of Housing Wealth in Retirement Planning
Financial Advisors Want to Know: The Power of Housing Wealth in Retirement Planning - Ep. 41 Welcome 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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26:08
Ep 40: How to Leverage Social Media for Organic Growth
Financial Advisors Want to Know: How to Leverage Social Media for Organic Growth - Ep. 40 Carolyn Dalle-MolleWelcome 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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22:52
Ep 39: The Power of Emotion in Email Marketing
Financial Advisors Want to Know: The Power of Emotion in Email Marketing - Ep. 39 James PollardWelcome 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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31:26
Ep 38: How to Start Creating Content and Build Influence
Welcome 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 planning and compliance for their firms.In this episode we are with Matt...
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18:25
Ep 37: How to Start Your Own Podcast and Navigate Compliance
Financial Advisors Want to Know: How to Start Your Own Podcast and Navigate Compliance - Ep 37Welcome 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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24:46
