Financial Advisors Want To Know Podcast

Dec 10 2024 44 ep. 18 mins 3

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 45: Should You Add Tax Services to Your Practice?

Dec 10 2024 25 mins

Financial Advisors Want to Know: Should You Add Tax Services to Your Practice? Ep. 45 Chelsea RustekWelcome 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 Chelsea Rustek. Chelsea Rustek, EA specializes in ind

Ep 44: How Trust Services Can Grow Your Practice

Dec 09 2024 21 mins

Financial Advisors Want to Know: How Trust Services Can Grow Your Practice - Ep. 44 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 firmsChristopher Holtby is a Co-Founder of Wealth Advisors Trust Company, an administrative custodia

Ep 43: How to Create a Lifestyle Practice and a High Growth Practice

Dec 06 2024 31 mins

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

Ep 42: How to Implement Financial Planning Before a Product Recommendation

Dec 04 2024 17 mins

Financial Advisors Want to Know: How to Implement Financial Planning Before a Product Recommendation - Ep. 42 Broc BucklesWelcome 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.Broc Buckles is the Co-founder and Chief Relationship Of

Ep 41: The Power of Housing Wealth in Retirement Planning

Dec 02 2024 26 mins

Financial Advisors Want to Know: The Power of Housing Wealth in Retirement Planning - Ep. 41 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.Mitchell Cooper is a Reverse Mortgage Advisor with Mutual of Omaha Mortgage. As a CRM

Ep 40: How to Leverage Social Media for Organic Growth

Nov 28 2024 22 mins

Financial Advisors Want to Know: How to Leverage Social Media for Organic Growth - Ep. 40 Carolyn Dalle-MolleWelcome 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 Carolyn Dalle-Molle with us speaking about s

Ep 39: The Power of Emotion in Email Marketing

Nov 26 2024 31 mins

Financial Advisors Want to Know: The Power of Emotion in Email Marketing - Ep. 39 James PollardWelcome 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.Today we are speaking with James Pollard. James Pollard is host of the ‘Financial

Ep 38: How to Start Creating Content and Build Influence

Nov 25 2024 18 mins

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 are with Matt Halloran discussing how to create relevant content.Matt Halloran is a co-founder and chief relationship officer at ProudMouth, the world’s lead

Ep 37: How to Start Your Own Podcast and Navigate Compliance

Nov 21 2024 24 mins

Financial Advisors Want to Know: How to Start Your Own Podcast and Navigate Compliance - Ep 37Welcome 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..Today I have Mark Hansen on with me. Mark is a financial advisor and he runs a podc

Ep 36: How to Successfully Transition from IBD to RIA

Nov 19 2024 25 mins

Financial Advisors Want to Know: How to Successfully Transition from IBD (Independent Broker-Dealer) to RIA (Registered Investment Advisor)Episode 36: Steven TaylorWelcome 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 firmsStephen is the