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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/
Connect with Catherine on Twitter - https://x.com/CTindallCPA
Financial Advisors Want To Know Podcast
Ep 89: The Secret to Scaling Without Burning Out
Financial Advisors Want to Know: The Secret to Scaling Without Burning Out
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 of Financial Advisors Want to Know, Kristin Andree, high-performance coach and business strategist, shares actionable strategies for advisors looking to level up their practice. From clarifying your vision and leveraging tech and marketing to investing back into your business and embracing AI, Kristin shows how small changes and strategic choices can unlock massive growth.
Whether you want to scale efficiently, reduce bottlenecks, or prepare your firm for the future, this episode is packed with tactical advice for advisors ready to do more—and do it differently.
5 Key Takeaways:
Define Your Practice Vision: Clarify whether you want a lifestyle firm or an aggressive growth platform and align your strategy accordingly.
Identify Your Leverage Points: Focus on tech, marketing, and human resources to scale efficiently and maximize impact.
Invest Back in Your Business: Strategic reinvestment of profit improves capacity, efficiency, and long-term value.
Embrace AI and Automation: Use technology to remove bottlenecks and free advisors to focus on high-value work.
Do Something Different to 10X: Small changes grow your business incrementally, but innovative shifts unlock exponential growth.
Connect with Kristin:
https://www.linkedin.com/in/kristinandree
https://myfacoach.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
