Financial Advisors Want To Know Podcast

Mar 10 2025 64 ep. 20 mins 4
Financial Advisors Want To Know Podcast artwork

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

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Ep 65: How to Build a Future Proof Practice as a Financial Advisor

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 help

Ep 64: How to Master Testimonials in The Modern Age

Mar 03 2025 22 mins  
Financial Advisors Want to Know: How to Master Testimonials in The Modern Age - Ep. 64 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. An experienced FinTech entrepreneur, Andrew previously co-founded Datalign Advisory, an RI

Ep 63: How to Evaluate and Optimize WealthTech Stacks for RIAs

Feb 23 2025 32 mins  
Financial Advisors Want to Know: How to Evaluate and Optimize WealthTech Stacks for RIAs - Ep 63 James Cantwell 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. James Cantwell brings 25+ years of investment management and Weal

Ep 62: How an Outsider's Perspective Can Transform Your Firm's Growth

Feb 17 2025 27 mins  
Financial Advisors Want to Know: How an Outsider's Perspective Can Transform Your Firm's Growth - Ep 62 John Yanchek 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. John Yanchek is a managing partner of Montis Financial. He h

Ep 61: How to Reclaim Your Time and Boost Your Bottom Line

Feb 10 2025 31 mins  
Financial Advisors Want to Know: How to Reclaim Your Time and Boost Your Bottom Line - Ep. 61 Matthew Jarvis 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. Critically acclaimed author Matthew Jarvis has quite literally writt

Ep 60: How AI Can Streamline Client Meetings and Compliance

Feb 03 2025 20 mins  
Financial Advisors Want to Know: How AI Can Streamline Client Meetings and Compliance - Ep. 60 Parker Ence 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. Parker Ence is the CEO and Co-founder of Jump Advisor AI tool for clie

Ep 59: How to Prospect Without Fear of Failure

Jan 27 2025 22 mins  
Financial Advisors Want to Know: How to Prospect Without Fear of Failure - Ep 59 Chad Hufford 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 have Chad Hufford as a guest. Born and raised in Anchorage, Ala

Ep 58: How Emotions Shape Decisions in Wealth Management

Jan 20 2025 26 mins  
Financial Advisors Want to Know: How Emotions Shape Decisions in Wealth Management - Ep 58 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. Award-winning wealth advisor, former RIA CEO. PhD in Behavioral Finance. Growth Partne

Ep 57: The Power of Invisible Scripts

Jan 13 2025 34 mins  
Financial Advisors Want to Know: The Power of Invisible Scripts - Ep. 57, Dr. Donald Moine 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. Dr. Donald Moine is one of the founders of the field of Sales and Marketing Psychology

Ep 56: The "Ins and Outs" of Annual EOS Planning

Jan 06 2025 21 mins  
Financial Advisors Want to Know: The "Ins and Outs" of Annual EOS Planning - Ep 56 Scott Rusnak 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. Scott Rusnak is an Executive Coach, Expert EOS Implementer® and a Board-Certifie