Financial Advisors Want To Know Podcast

Financial Advisors Want to Know: How to Delegate Without Losing Control with Kristin Burke 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 of Financial Advisors Want to Know, I sat down with Kristin Burke to discuss one of the...

Financial Advisors Want to Know: Are You Getting the Most Out of Your Newsletter? | Ep. 105 with Tiffany Silverberg and Jimmy Lim from Out & About Communications 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 of Financial...

Financial Advisors Want to Know: Are Advisors Using AI the Wrong Way? | Ep. 104 Derrick Kinney 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 of Financial Advisors Want to Know, I sat down with Derrick Kinney to talk about one...

Financial Advisors Want to Know: Are Advisors Using AI the Wrong Way? | Ep. 103 Joe Moss 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 of Financial Advisors Want to Know, I sat down with Joe Moss from Advisor Techbook to talk...

Financial Advisors Want to Know: Getting Entity Structure Right for Growth and Succession | Ep. 102 Nicole Frey 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 of Financial Advisors Want to Know, I sat down with Nicole Frey to...

Financial Advisors Want to Know: Is Going Independent Worth It? | Ep. 101 Brad Wales 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 of Financial Advisors Want to Know, I sat down with Brad Wales to talk through what advisors s...

Maximize Your Value: The Accounting & Tax Foundation of Business and Succession Planning | Financial Advisors Want to Know Podcast with Catherine Tindall 👉 Access PPT slides here:  https://www.dropbox.com/scl/fi/v82ojsq2oim0hosqujwgl/100th-Episode-Maximize-Your-Value-2026.pdf?rlkey=6zxg6iv2iukezikci7uplcrbo&e=1&st=oymxh1hi&dl=0 On this special 100th episode of Financial Advisors W...

Maximize Your Value: The Accounting & Tax Foundation of Business and Succession Planning | Financial Advisors Want to Know Podcast with Catherine Tindall 👉 Access PPT slides here: https://www.dropbox.com/scl/fi/v82ojsq2oim0hosqujwgl/100th-Episode-Maximize-Your-Value-2026.pdf?rlkey=6zxg6iv2iukezikci7uplcrbo&e=1&st=oymxh1hi&dl=0 👉 Access video podcast here: https://youtu.be/rkpDdkk...

Financial Advisors Want to Know Podcast: How to Prepare for an SEC Exam | Ep. 99 Chris Stanley 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. On this episode, I sat down with Chris Stanley of Beach Street Legal to talk about how advisory firm...

Financial Advisors Want to Know Podcast: Building the Right Legal Foundation for Your RIA | Ep. 98 Richard Chen 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 of Financial Advisors Want to Know, I sit down with RIA attorney Ri...

Financial Advisors Want to Know: The RIA Lifecycle: From Launch to Growth to Exit | Ep 97. Patrick Burns 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, I’m joined by Patrick Burns—managing attorney at the Law Offices of Patri...

Financial Advisors Want to Know: Why Profitability Problems Aren’t Productivity Problems | Ep 96 Stephanie Bogan 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 of Financial Advisors Want to Know, I sat down with Stephanie Boga...

Financial Advisors Want to Know: Navigating Consolidation, RIAs, and Advisor Control Ep. 95 Shelby Nicholl 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 of Financial Advisors Want to Know, we sit down with returning guest She...

Financial Advisors Want to Know: Why Client Reviews Are No Longer Optional | Ep. 94 Whit Lanier 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 Whit Lanier, CEO and co-founder of Amplify Reviews, to unpack how onlin...

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 d...

👉 Autumn Tax Planning for Financial Advisors This is my specialty, and in this session I walk you through the exact cadence, tools, and decision-making framework I use when planning for advisory firms. Because let’s be honest: Tax planning isn’t a profit center for most advisors… but it should be. This episode will help you understand the right way to approach tax planning so you can: ✔️ Avoid co...

Financial Advisors Want to Know: Budgeting, Forecasting & Capacity for RIAs – Ep. 91 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 of the Financial Advisors Want to Know podcast, we speak with fellow CPA and fractional CF...

Financial Advisors Want to Know: Why Succession Is the Ultimate Fiduciary Act - Ep. 90 Tyson Ray 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 of Financial Advisors Want to Know, Catherine Tindall, CPA, sits down with Tyson R...

Financial Advisors Want to Know: The Secret to Scaling Without Burning Out 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 of Financial Advisors Want to Know , Kristin Andree, high-performance coach and business strategist, sha...

Financial Advisors Want to Know: How to Plan Events That Actually Work - Ep. 88 Want to make every client event count? In this video, we share actionable strategies that financial advisors want to know to plan events that deepen relationships, improve client engagement, and maximize ROI. Learn the differences between digital and in-person events, avoid common pitfalls, and discover how to use clie...

Financial Advisors Want to Know: How to Build Trust Quickly with Prospects and Clients - Ep. 87 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. Colleen Bowler, CFP®, spent over 25 years building and growing her planning firm - biggest impact o...

Financial Advisors Want to Know: Simplifying Health Insurance for Your Practice and Clients - Ep. 86 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. On today's episode we have Christine Simone. Previous founder & CEO at Caribou, now l...

Financial Advisors Want to Know: Key Compliance Missteps and How to Avoid Them Ep. 85 Kent Keister 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. Kent Keister is the founder of Reliant Compliance, launched in 2020 to provide tailored, common-...

Financial Advisors Want to Know: How to Serve More Clients Without Sacrificing Quality or Time - Ep. 84 Stephanie Bogan 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. Stephanie Bogan is a leading practice expert, consultant, coach, speaker an...

Financial Advisors Want to Know: Key Insights on Buy-Sell Agreements and Succession Planning Ep. 83 Paul Hood, Jr.  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. Paul Hood Jr., JD, LLM, is a nationally recognized estate and tax planning atto...