Financial Advisors Want To Know Podcast

Financial Advisors Want to Know: How Video Can Build Your Brand and Attract Clients - Ep. 82 Laura Garfield 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. Laura started her career in broadcast journalism learning how to ask the right question...

Financial Advisors Want to Know: Is Going RIA the Right Move for You? Ep. 81: 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. About Shelby Nicholl: Guiding Financial Advisors to a More Fulfilling Future: If you’re feeling stuck...

Financial Advisors Want to Know: How to Scale Your Team for Growth in Wealth Management - Ep. 80 Michael Connaughton 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. Michael Connaughton is a founding partner of Lead Advisor, LLC, a firm special...

Financial Advisors Want to Know: The Misconceptions About Adoption & Foster Care for Financial Advisors: Ep #18 Hannah Provost Hello, everyone, and welcome to the Financial Advisors Want to Know podcast. My name is Catherine Tindall. I'm a CPA here at Dominion Enterprise Services. We are a specialty tax and accounting firm that just works for financial advisors. Today's episode, we h...

Financial Advisors Want to Know: What It Really Takes to Go Independent as an Advisor - Ep. 79 Carolyn Armitage 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. As a serial builder of wealth management firms with the unique perspective of havin...

Financial Advisors Want to Know: How to Conduct a Tech and Operations Audit for Your Firm - Ep. 78 Verity Larsen 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. Verity's been in the financial services space for over 25 years spending time...

Financial Advisors Want to Know: How to Maximize the Work Opportunity Tax Credit (WOTC) for Your Clients - Ep. 77 Jeff Newcorn 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. Founder/President of R. Jeffrey Tax Credits. We are Thought Leaders...

Financial Advisors Want to Know: The Key to Successful Succession Planning - Ep 76 Brooklyn H. Brock 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. Brooklyn Brock is a 3rd generation financial advisor and founder of Ellevate Advisors LLC, a f...

Financial Advisors Want to Know: How to Build Trust With Female Clients Ep. 75 Patricia Lizarraga 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. Patricia Lizarraga is the managing partner of the Hypatia Women CEO Index & ETF, investing in...

Financial Advisors Want to Know: How to Get Clients to Follow Through on Your Recommendations - Episode 74, Kristen Berman 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. Kristen Berman is a prominent behavioral scientist and co-founder of Irr...

Financial Advisors Want to Know: The Top 5 Metrics Every Advisor Needs to Measure - Ep 73 Erica Pauly 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. Erica Pauly is the Founder of Track That Advisor; a data storytelling company that is passion...

Financial Advisors Want to Know: How to Prioritize Growth Efforts For Your Firm - Ep. 72 Kristin Harad 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. Kristin Harad is a seasoned marketing and business coach helping RIA leaders build their Ver...

Financial Advisors Want to Know: How to Build a Scalable, Strategic Business with a Turnkey System - Ep. 71 Jason Mirabella 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. Jason Mirabella, founder of Deliver Advice, brings over 24 years of fin...

Financial Advisors Want to Know: Strategies For Moving Past Comfort Zones and Achieving Growth - Ep. 70 Duncan MacPherson 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. Duncan MacPherson, CEO of Pareto Systems, helps financial professionals b...

Financial Advisors Want to Know: How AI Is Streamlining Operations and Saving Time - Ep. 69 Mark Heynen 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. Today's guest is Mark Heynen.  Mark has led go to market in emerging markets for large...

Financial Advisors Want to Know: How to Build a Culture of Compliance in Your Practice - Ep 68 Emil Ali 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.  Emil J. Ali McCabe & Ali, LLP Emil J. Ali is a partner at McCabe & Ali, LLP where...

Financial Advisors Want to Know: Deal Structures that Work for Successful Practice Transitions - Ep 67 John Turner 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 Turner serves as VP, Investment Advisory Lending at Live Oak Bank. John joi...

Financial Advisors Want to Know: How Prioritizing Health Can Boost Your Practice's Success - Ep. 66 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. Adam Gilbert is the Founder of MyBodyTutor, a program that simplifies the weight-loss proc...

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 fina...

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 RIA referral platfo...

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 WealthTech expertise t...

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 has exten...

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 written the book for fi...

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 client meetings. Parke...

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, Alaska, Chad grew up...