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
70 episodes
Ep 71: How to Build a Scalable, Strategic Business with a Turnkey System
Financial Advisors Want to Know: How to Build a Scalable, Strategic Business with a Turnkey System - Ep. 71 Jason MirabellaWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus...
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35:53
Ep 70: Strategies For Moving Past Comfort Zones and Achieving Growth
Financial Advisors Want to Know: Strategies For Moving Past Comfort Zones and Achieving Growth - Ep. 70 Duncan MacPhersonWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus i...
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45:12
Ep 69: How AI Is Streamlining Operations and Saving Time
Financial Advisors Want to Know: How AI Is Streamlining Operations and Saving Time - Ep. 69 Mark HeynenWelcome 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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26:58
Ep 68: How to Build a Culture of Compliance in Your Practice
Financial Advisors Want to Know: How to Build a Culture of Compliance in Your Practice - Ep 68 Emil AliWelcome 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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31:28
Ep 67: Deal Structures that Work for Successful Practice Transitions
Financial Advisors Want to Know: Deal Structures that Work for Successful Practice Transitions - Ep 67 John TurnerWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helpi...
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30:53
Ep 66: How Prioritizing Health Can Boost Your Practice's Success
Financial Advisors Want to Know: How Prioritizing Health Can Boost Your Practice's Success - Ep. 66Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial ad...
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20:44
Ep 65: How to Build a Future Proof Practice as a Financial Advisor
Financial Advisors Want to Know: How to Build a Future Proof Practice as a Financial Advisor - RIAsWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial ad...
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25:43
Ep 64: How to Master Testimonials in The Modern Age
Financial Advisors Want to Know: How to Master Testimonials in The Modern Age - Ep. 64 Welcome 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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22:23
Ep 63: How to Evaluate and Optimize WealthTech Stacks for RIAs
Financial Advisors Want to Know: How to Evaluate and Optimize WealthTech Stacks for RIAs - Ep 63 James CantwellWelcome 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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32:37
Ep 62: How an Outsider's Perspective Can Transform Your Firm's Growth
Financial Advisors Want to Know: How an Outsider's Perspective Can Transform Your Firm's Growth - Ep 62 John YanchekWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is hel...
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27:21
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