Financial Advisors Want To Know Podcast

Financial Advisors Want to Know: How to Create a Lifestyle Practice and a High Growth Practice

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.

With 22 year in practice, Nic is partners with his Dad, Randy Yeomans, together they have built a successful RIA, managing $350mm for approximately 400 families. Nic is a CFP, College Instructor and Professional Speaker.

Yeomans Consulting Group Inc. is a registered investment adviser. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Connect with Nic:
https://www.linkedin.com/in/nicyeomans/

Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/

Contact Catherine's Team:
[email protected]

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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

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