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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Financial Advisors Want To Know Podcast
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 Clients
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.
Jack Boudreau, ex-JPM & ex-Techstars, is the CEO and co-founder at Habits, the marketplace where HENRYs, DINKs, and young families find their financial advisor.
🏢 CEO & Co-Founder @ Habits Inc. | www.usehabits.com📈 Helping HENRYs (high earner not rich yet), DINKS (dual income no kids), and young families to access high quality financial advisors. Habits is a dedicated spot to connect, interact, and digest all that you would want and need in a personal financial community. 💡 We're the home for those who graduated from the DIY lifestyle, but don't qualify to work with a private banker.🌟 Inspired to start Habits Inc. by empowering friends during crucial life moments (marriage, new job, etc.).🏠 50+ (and growing!!) firms eagerly waiting to join, and 100+ advisors ready to provide expert guidance.🎯 We're becoming the go-to destination to find a financial advisor.
Podcast Takeaways:
Personal Over Brand: Younger clients prefer personalized advisor relationships over big-brand recognition.
Clear Processes Win: Advisors with a streamlined, client-friendly onboarding process see higher conversion rates.
Know Your Niche: Having a clear niche and tailored value proposition significantly improves client acquisition success.
Be Decisive: Successful advisors aren't afraid to say "no" to poor-fit clients or confidently ask for business.
Flexible Models: Offering multiple service models (AUM, hourly, flat fee) helps advisors cater to diverse client needs.
Connect with Jack:
www.usehabits.com
https://www.linkedin.com/in/jack--boudreau
IG: jack_boudreau_
Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/
Contact Catherine's Team:
admin@dominiones.com
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Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you
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
