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/
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Financial Advisors Want To Know Podcast
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 Environment
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.
Kevin Thompson, CFP®, RICP®, EA, is a former MLB player for the New York Yankees and Oakland A's who transitioned into the financial services industry after his baseball career. Specializing in comprehensive financial planning, and advanced tax strategies.
Podcast takeaways:
Small RIAs Thrive Through Agility – Smaller firms can quickly adopt new technologies and customize client experiences without the layers of bureaucracy larger firms face.
Client-Centric Planning is Key – Smaller RIAs can offer personalized, hands-on financial planning tailored to each client’s unique needs, enhancing client satisfaction and retention.
Embrace Technology – Leveraging AI and other innovative tools can significantly streamline operations, enhance client service, and create efficiencies in small RIA practices.
Partnerships Over Mergers – Starting with partnerships rather than mergers allows for flexibility and scalability while maintaining independence and testing compatibility.
Know Your Ideal Client Load – Maintaining a manageable client base (e.g., 75–100 clients) fosters stronger relationships, deeper engagement, and a higher quality of service.
Connect with Kevin:
https://www.linkedin.com/in/kevin-thompson-cfp®️-ricp®️-74964428/
https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4
https://www.youtube.com/@9iCap/playlists
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
