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.
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Financial Advisors Want To Know Podcast
Ep 93: What Women Want From Their Financial Advisor
Financial Advisors Want to Know: What Women Want From Their Financial Advisor | Ep. 93 Dr. Barbara Provost & Maggie Nielsen, MBA
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, we explore how financial advisors can build deeper trust, improve retention, and better support women clients—especially during major life transitions—by listening more intentionally and designing a client experience that truly meets their needs.
Key Takeaways:
Women aren’t a niche—they’re the majority decision-makers.
Advisors who fail to intentionally serve women risk losing assets during major life transitions like widowhood or divorce.
Trust is built through listening, not expertise alone.
Women clients value being heard, understood, and included in the conversation just as much as technical competence.
Life transitions are the critical moments that define retention.
How advisors show up during emotionally complex events often determines whether a client stays or leaves.
Process matters more than product.
Clear communication, thoughtful planning frameworks, and consistent follow-through create confidence and long-term loyalty.
Advisors who adapt their approach gain a real competitive edge.
Firms that design their experience with women in mind don’t just retain assets—they grow through deeper relationships and referrals.
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https://pursestrings.co/
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https://www.linkedin.com/in/ctindallcpa/
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https://dominion-enterprise-services.kit.com/9944b047d9
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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
