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 87: How to Build Trust Quickly with Prospects and Clients
Financial Advisors Want to Know: How to Build Trust Quickly with Prospects and Clients - Ep. 87
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.
Colleen Bowler, CFP®, spent over 25 years building and growing her planning firm - biggest impact on the lives of families under their care. Now using that wisdom in her new firm C&J Innovations. Coauthor, Generous Kids & coach w/Strategic Coach.
Episode Takeways:
Ask Questions to Build Trust Quickly – Shifting the conversation from “me” to “them” accelerates rapport and shows clients you care about their goals, not just their portfolios.
Listen to Both Voices in a Household – Engaging both partners in financial conversations ensures long-term retention and helps avoid surprises when life changes occur.
Mindset and Purpose Over Returns – Understanding clients’ aspirations and mindset allows advisors to qualify prospects quickly, saving time and preventing non-aligned relationships.
Team Members Are Your A-Plus Clients – Investing in your team’s growth, goals, and satisfaction directly impacts client service and retention, creating a healthier firm culture.
Leverage Structured Assessments – Using a short, repeatable assessment helps uncover client pain points and goals upfront, leading to more meaningful conversations and efficient practice management.
Connect with Colleen:
https://www.linkedin.com/in/colleen-bowler-cfp%C2%AE-09576796/
https://thepassportpackage.com/
Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/
Sign-up for our newsletter:
https://dominion-enterprise-services.kit.com/9944b047d9
Contact Catherine's Team:
admin@dominiones.com
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
