Financial Advisors Want To Know Podcast

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 Partner for Advisors/Fin...

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. He has been work...

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-Certified Coach f...

Financial Advisors Want to Know: Behavioral Finance and the Psychology of Wealth - Ep. 55 Daniel Crosby, Ph. D. 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. Daniel Crosby, a psychologist and behavioral finance expert educated at Brigham...

Financial Advisors Want to Know: What to Look for When Reviewing Life Insurance Policies - Ep. 54 Tony Steuer 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. Tony Steuer, CLU, LA, CPFFE is an internationally recognized financial preparedness a...

Financial Advisors Want to Know: How Executive Assistants Drive Growth and Efficiency - Ep. 53 Gina Cotner and Jennifer Tracy 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. Gina Cotner is the founder and CEO of Athena Executive Services, a fi...

Financial Advisors Want to Know - Ep 52: How Small Growing RIAs Can Compete in Today's Environment 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. Kevin Thompson, CFP®, RICP®, EA, is a former MLB player for the New York Yankees and Oaklan...

Financial Advisors Want to Know: How to Navigate SEC Marketing Rules and Avoid Violations - Ep 51 Brian Thorp 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. Brian Thorp is the founder and CEO of Wealthtender and was recognized by [WealthManag...

Financial Advisors Want to Know: How to Leverage Health Savings Accounts for Long-Term Client Success - Ep. 50 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. Kelley Long is a financial wellness coach, writer for the Journal of Accountancy, na...

Financial Advisors Want to Know: How to Elevate Your Client Experience with Systems, Workflows, & Tech Ep. 49 - Kate Guillen 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. Kate, founder of Simplicity Ops, is an operations expert with over...

Financial Advisors Want to Know: Introduction to Dominion Enterprise Services with Catherine Tindall, CPA Welcome to the Financial Advisors Want to Know podcast. This is Catherine Tindall, CPA. We're doing a special episode today. As you might be aware, I usually have an expert guest on the show who talks about their specific area of expertise. Today’s episode is special because the expert I’...

Financial Advisors Want to Know: The Future of Client Acquisition for Millennial and Gen Z Clients 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. Jack Boudreau, ex-JPM & ex-Techstars, is the CEO and co-founder at Habits, the marketplace w...

Financial Advisors Want to Know: How Financial Advisors Can Attract Top Talent - Ep. 46 Jason Diamond 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 is EVP of Diamond Consultants, a search and consulting firm working exclusively with fin...

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

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 firms Christopher Holtby is a Co-Founder of Wealth Advisors Trust Company, an administrative custodian-neutral trust...

Financial Advisors Want to Know: How to Create a Lifestyle Practice and a High Growth Practice 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.  With 22 year in practice, Nic is partners with his Dad, Randy Yeomans, together they have built a s...

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

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 CRMP, Certified Rev...

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

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

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 leading influence acc...

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

Financial Advisors Want to Know: How to Successfully Transition from IBD (Independent Broker-Dealer) to RIA (Registered Investment Advisor) Episode 36: Steven Taylor 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 Stephen is the owner of an SEC...

Financial Advisors Want to Know: Why Healthcare Planning Matters for Advisors - Ep 35 Cole Craven 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. Topics discussed in episode: 1. Open Enrollment Period and why it matters pre-65 2. Annual Enroll...

Financial Advisors Want to Know: How to Build Client Service Success - Ep 34: Cameo Roberson 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. Cameo Roberson is the Founder of Atlas Park Consulting, a Business Coaching & Fractional COO Agenc...