Mar 10 2025 25 mins
Financial Advisors Want to Know: How to Build a Future Proof Practice as a Financial Advisor - RIAs
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.
Anna N’Jie-Konte, MBA, CFP ® is the CEO of Poder Wealth Advisors. She helps women navigate financial decisions after divorce, inheritance, or business exits and create an aligned life where their wealth, legacy, and philanthropic plans are rooted in their values. She is a proud Puerto Rican, Gambian-American who is committed to building a firm where access to excellent, values-aligned financial advice is the norm, not the exception. Having spent her childhood watching the strong women around her live lives dictated by their bank balances, she’s on a mission to rewrite the money stories of women of color.
She is a 3x winner of Investopedia's “Top 100 Influential Financial Advisors” and has been named "10 Young Advisors to Watch” by Financial Advisor Magazine. She serves as a CFP Board Brand Ambassador; an advisory board member to Wealth.com; and a board member of the FInserv Foundation.
Key Podcast Takeaways:
Embrace the RIA Model for Autonomy: The RIA model offers flexibility and control over your clients, time, and business model, especially valuable for advisors with unique visions or family commitments.
Clients Value Independence: Many clients are drawn to the independence of RIAs, preferring a firm without a large corporate structure.
Niche Down to Connect Deeply: Specializing in a specific client segment (e.g., women navigating life transitions) allows you to tailor your services and messaging, building stronger connections.
Social Media is a Client Magnet: A strong online presence is crucial for attracting clients, especially for virtual practices. Consistent content builds trust and showcases your expertise.
Content Consumption is Key: Prospects need to consume hours of your content before feeling comfortable becoming clients. Consistent creation and distribution of valuable content is essential.
Connect with Anna:
https://www.poderwealth.com/
https://www.linkedin.com/in/annanjie/
https://www.instagram.com/poderwealthadvisors/
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:
[email protected]
certified public accountant,certified public accountant near me,tax services,tax pro,tax professional,tax professional near me,cpa near me,financial services,financial planning tips,financial advisor for women,female financial advisor,financial advisor for females,financial advisor for divorce,divorce financial advisor,financial advisor for women near me,female financial advisor near me,building ria practice,building a ria practice
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